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Reducing Manufacturers' Cost of Quality
Performance Reporting Analyst
Location
California
Posted
115 days ago
Salary
$70K - $95K / year
Seniority
Mid Level
Job Description
Performance Reporting Analyst
Mariner
• Monitor the integrity of information, investigate and resolve discrepancies, and provide comprehensive investment reporting to an institutional client base. • Reconcile and review previous day’s trades, transactions, and cash flows to maintain portfolio reporting accuracy. • 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. • Daily Monitoring, reconciliation, and internal management of firms Separately Managed Accounts & relationships. • Act as a subject matter expert as it relates to portfolio reporting, Alternative Investments, billing, and trading systems. • Drive continuous improvement efforts to optimize processes and ensure accuracy and completeness of data leading to increased efficiency.
Job Requirements
- Bachelor’s degree coupled 1-2 years of experience in Wealth Management
- Organized, analytical, and detail-oriented
- Self-motivated and independent yet exhibits a team player attitude
- Indomitable work ethic and the willingness to work additional hours as needed
- Strong willingness to learn and open to feedback and coaching
- Outstanding written and verbal communication skills
Benefits
- Health insurance
- Eligibility to participate in an incentive program
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