Performance Reporting Analyst
Job Summary
Supporting the Advisory Analytics team, the full-time remote Performance Reporting Analyst will ensure data integrity, manage client billing, and assist with investment management using Black Diamond performance reporting software.
Key responsibilities
- Support diverse reporting needs for ultra-high net worth clients and the advisor support team
- Monitor data integrity, investigate discrepancies, and provide comprehensive investment reporting
- Manage private equity and alternative investment data, including tracking capital calls and fund valuations
Required qualifications
- Bachelor's degree
- 3 years of experience in financial services
- Background in performance reporting software preferred
- Pacific and Mountain Time Zones preferred
Complete Job Description
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