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Investment Reporting Analyst
2 months ago
Job Description
HilltopSecurities is looking to hire an Investment Reporting Analyst. The Investment Reporting Analyst will be a part of our Austin investment management team serving cities, counties, school districts and other public funds seeks a detail-oriented and self-motivated person with strong math skills to work on a variety of projects and duties with a primary focus on the client investment accounting and reporting function.
Responsibilities
The analyst will help track client investment portfolios using an industry leading software program and will interact with local government clients on a daily basis.
The analyst will gather data from a wide variety of sources, enter that data into the system, verify its accuracy, generate reports, reconcile against the source data, and send final reports to clients.
The analyst will be responsible for system account maintenance, adding new clients, and building out client reporting structure.
The analyst will maintain and monitor portfolio data, build spreadsheets, automate data processing, seek methods to improve efficiency, and explore other avenues to enhance workflows and meet client demands.
The analyst will work closely with clients to determine their specific needs, design reports that meet those needs, and instruct clients in the use of the Clearwater online reporting portal.
Qualifications
Bachelor's degree in finance or accounting preferred, experience may be an acceptable substitute
The candidate must possess meticulous attention to detail.
Must be detail-oriented with good organizational skills and possess at least a fundamental understanding of fixed-income investments.
Strong computer skills with a high degree of proficiency with Microsoft Office, with an emphasis on Excel.
Experience with an investment management software program is a plus. The analyst will be instructed on the Clearwater Analytics investment accounting and reporting system.
The candidate must be able to manage time effectively in order to meet client reporting deadlines.
Strong problem solving and analytical skills are required.
Creativity in investment report design is desirable.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About Us
At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
About the Team
With 75 years in the financial industry, HilltopSecurities' Public Finance department stands among the best firms nationwide, ranking second in municipal advisories in the country. Our team of over 200 professionals develop over 1,100 financings each year on average. As part of HilltopSecurities' Public Finance department, you have the opportunity to support public entities' financing efforts across a variety of sectors such as toll roads, airports, hotels, higher education, health care, and more, in addition to public-private partnerships. You are given the responsibility to analyze and structure deals for clients across all sectors. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, and we start with those who trust us with moving our communities forward. We are dedicated to serving the public and are proud to work with clients across the country.
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