Performance Reporting Analyst

Department: Ultra High Net Worth

Location: United States

Compensation: $70K – $90K

Employment Type: FullTime

The Reporting Analyst will be an integral member of the Advisory Analytics team providing support to Mariner Wealth Advisors Ultra High net worth clientele ensuring data integrity, timely client billing, and effective trading processes and management. The Reporting Analyst will have responsibilities across a full range of functions including onboarding client data, generating performance reports, ensuring data is updated correctly, and assisting with investment management & billing inside Black Diamond performance reporting software.

If you love learning new skills, building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you.

Responsibilities

• Responsible for supporting diverse reporting needs in support of our advisor support team for ultra-high net worth clients.

• Monitor the integrity of information, investigate, and resolve discrepancies, and provide comprehensive investment reporting.

• Auditing and preparing daily transaction reports to share with the broader organization which includes previous day’s trades, transactions, and cash flows.

• Manage and own all private equity and alternative investment data in our portfolio reporting system including tracking capital calls, distributions, and fund valuations for our high-net-worth clients.

• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.

• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.

Skills and Knowledge

• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail.

• Strong verbal and written communication skills are essential to effective client relationships.

• Highly organized with strong analytical skills.

• Self-motivated and independent yet exhibits a team player attitude.

• Strong willingness to learn and open to coaching.

• Positive attitude toward client relations to provide exceptional, proactive client service.

• Advanced Excel and PowerPoint skills

Qualifications

• Bachelor’s degree

• 3 years of experience in financial services

• Background in performance reporting software preferred

• Pacific and Mountain Time Zones preferred

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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