Custom Reporting

Your role

Does financial data excite you? We’re looking for someone like that to provide support to the branch team. You’ll:
– assist financial advisors providing analytical information and aiming to understand the client’s goals
– create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients
– analyze and interpret portfolio performance reviews
– perform business analytics as needed to support financial advisors
– Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets
– Follow the various quality control checkpoints when producing custom performance reports
– People, Process management (monitoring Accuracy/timeliness), stakeholder Mgmt., responsibilities includes handling process controls, ensuring cross trainings etc.

Your team

You’ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm

Your expertise

You have:
– Bachelor's degree
– Must have a wide degree of business / product knowledge, technology savvy, and people skills
– 10 -12 Years of functional domain, leadership experience required on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function
– Including relevant People Mgmt., Process Mgmt. stakeholder Mgmt. experience.
– Advance excel and VBA skills preferred
– Ability to think outside the box to identify areas of opportunities

You are:
– Having required Domain, leadership experience
– an excellent communicator with good leadership, interpersonal skills
– analytical and logical
– a dynamic and flexible team player
– Highly motivated, able to work independently and apply own initiative
– Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements