Investment Reporting Analyst

2 weeks ago

Lenexa, United States Advisors Excel Full time
Position: Investment Reporting Analyst Location: 8801 Renner Avenue Lenexa, KS Job Id: 2015 # of Openings: 1 Position: Investment Reporting Analyst Department: Wealth Management Marketing Location: Lenexa, KS - Onsite Overview: Our investment team is growing We are seeking someone with financial services experience who is interested in or progressing towards the CFA designation. The ideal candidate is detail-oriented, enjoys working with data, and is eager to learn more about investment management. The Investment Consulting Group, a new service offered through our Wealth Management platform, provides data insights and consultative services to advisors managing their own models. As an Investment Reporting Analyst, you will play a crucial role in collecting and compiling data to demonstrate current performance and creating reports on potential changes to the models, enabling advisors to make informed decisions. This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities. What you'll do:
  • Run reports, aggregate recommendations, and format recommendations for clients
  • Run reports for regular attribution and assist in creating commentary
  • Track changes to advisor managed models and document changes
  • Prepare and send reporting packages to advisors
  • Gather data for various meetings (e.g., semi-monthly investment meetings, annual Capital Markets Assumptions meetings)
Experience you'll bring:
  • 1-2 years previous experience in financial services or equivalent education (Finance, Business Administration, Economics, Investment Management, Certified Financial Planning)
  • Basic knowledge of investment products (mutual funds, ETFs, stocks, bonds)
  • Experience working with Microsoft Excel
  • Ability to manage multiple tasks and maintain attention to detail in a fast-paced environment
  • Ability to work independently with resourcefulness and problem-solving disposition
Bonus Points:
  • Progress toward CFA designation
  • Experience working with industry systems such as Orion, Morningstar Direct and FactSet
  • Advanced Microsoft Excel skills (pivot tables, Macros and VLOOKUPs)
What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site cafe, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events...and more
Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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