Jobe Details

Performance Reporting Analyst Posted on: 07/10/2020

Infinity Consulting Solutions, Inc
  • 3 to 5 Year(s)
  • -
  • DARIEN-06820, CT, US

HTML, PowerPoint Skills

  • Job Description

    Position Overview

    We seek a detail-oriented professional with 3 5 years of experience at a Wealth Management firm, Financial Services firm or family office.

    You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.

    Your daily activities will be diverse, from setting up and maintaining the financial software applications we utilize, to assisting clients with issues, to special projects, to helping with all the non-related tasks associated with building an innovative firm.

    The role is a mix of finance and technology.


    Financial Reporting & Data Aggregation tools

    Analyze and explain portfolio performance results

    Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects

    Analysis of private equity & hedge fund statements for input into system

    Work with clients and partners to resolve data issue

    Develop and strengthen client relationships

    Client on-boarding

    Client account setup & training

    Day-to-day support & issue management

    Software maintenance & setup - you will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include:

    System setup & configuration

    New client setup

    New financial account and asset set-up & classification

    Data feed management

    Create custom reports based on client-specific needs

    Liaise with the vendor partners for enhancements, and system & data issues

    Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.

    Establish operational effectiveness through the development/adoption of policies, procedures and controls.

    Required Qualifications & Skills

    3-5 years minimum relevant experience

    Excellent customer relation skills and the ability to foster and maintain effective relationships.

    Strong understanding of financial instruments

    Experience with RIA/Wealth Management Policies, Procedures and Client Service

    Experience working with a wirehouse or custodians such as Pershing, Schwab, or Fidelity

    Proactively assess and act upon client and company needs.

    Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines.

    Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities.

    Comfortable with technology, software tools & applications.

    Ability to lean new software quickly

    Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms

    Experience with planning tools such as eMoney, MoneyGuidePro or similar software

    Strong MS Excel & PowerPoint Skills

    Basic knowledge of database concepts, and any type of programming

    Good design skills—working knowledge of Photoshop, HTML design or similar tools

    -Knowledge of various financial products and indices, particularly:

    Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA

    Alternative investments

    Performance reporting calculations and methodologies

    Portfolio management & rebalancing

    How Family Offices, RIAs, investment advisors work

    Critical thinkers, that possess strong-problem-solving skills and an ability to summarize information clearly and concisely, both written and verbally.

    Devotion to collaboration and ability to thrive in a team environment while working independently.

    Ability to learn quick & adapt to an expanding environment.

    Bachelor’s degree from a rigorous undergraduate program.

    Competitive compensation based on qualifications.

  • Performance Engineer
    Information Technology
  • No Preference
    FullTime Job
  • Candidate Requirements
  • Walkin Information
Recruiter Details
Doug Klares
1350 Broadway, Suite 2205, NEW YORK-10018, NY
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