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Investment Performance Expert

1 week ago


Miami, United States Ascendo Resources Full time

We are seeking an Investment Reporting Analyst who carries experience in Addepar for one of our Registered Investment Advisory clients. The ideal candidate should have experience and will be responsible for the following key tasks:

  • Portfolio Management: Create portfolio and firm-level reports regarding assets held across diverse custodians and asset types.
  • Create target allocations according to the client's risk and financial profile.
  • Alternative Investments: Responsible for updating information on offline alternative investments and reconciling them.
  • Assist with onboarding and maintenance of client portfolios and new accounts via the Addepar system.
  • Act as a liaison between investment teams, advisors, and clients regarding reporting-related inquiries.
  • Analyze financial data to produce insights and trends for clients/stakeholders.

Requirements

  • Bachelor's degree in a related field such as Accounting, Finance, Economics, or Business.
  • Proficiency in spreadsheet and database management with MS Excel.
  • At least 2 years of relevant experience within investment analysis and reporting.
  • Bilingual - English and Spanish.
  • Addepar or Orion experience is preferred.
  • Understanding of financial concepts.

About Ascendo Resources

Achieving excellence in investment advisory services requires a team of highly skilled professionals. Our clients expect us to deliver insightful reports that help them make informed decisions about their investments. As an Investment Reporting Analyst at Ascendo Resources, you will play a critical role in meeting these expectations by analyzing financial data and creating comprehensive reports.