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Performance Reporting Analyst

DARIEN-06820, CT, US
07/10/2020

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Required Skills

HTML, PowerPoint Skills

Company

Infinity Consulting Solutions, Inc

Experience

3 to 5 Year(s)

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.

Responsibilities

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.