Family Office Client Services - Reporting Analyst
Jobtailor
Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices Working directly with Relationship Managers and 3rd party advisors Handling all client inquiries and resolving issues related to reporting Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations Collaborating with various parts of the organization to resolve client issues Working with internal groups to integrate systems and workflows Identifying trends and recommending process improvements to increase efficiency Collaborating with an internal performance team to reconcile accounts in eMoney Working in complex data sets to identify and resolve data and calculation discrepancies Requirements BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software Advanced proficiency in Excel and PowerPoint Experience with Addepar, Navigator, First Rate and Sungard AddVantage a plus Strong knowledge of performance and financial reporting Strong knowledge of private investments (private equity, venture capital, private real estate) Ability to analyze monthly performance returns and market value changes to ensure accuracy Working knowledge of performance analysis concepts Ability to identify, elevate, and resolve problems/issues Avid learner willing to develop subject matter expertise on new software #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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