Reporting Analyst

21 hours ago


Wilmington, Delaware, United States Tiedemann Advisors Full time

Key Responsibilities

  • Drive implementation of data operations function to support data integrity, reporting, trading, and portfolio management
  • Identify and automate data manipulation tasks performed by the business by continuously monitoring and evaluating incoming data
  • Establish a center of excellence for modelling, visualizing, and reporting data
  • Work on new product development and enhancements including evaluating new or alternative technologies to improve workflow and product offering
  • Monitor escalation items for clients and advisors as well as research and respond accordingly
  • Assist with presentations and proposals using Microsoft PowerPoint and Excel

Requirements

  • Bachelor's Degree
  • Minimum of 5 years' experience within financial services
  • Strong written and verbal communication skills
  • Solutions oriented professional
  • Ability to prioritize, be exceptionally organized, and have extreme attention to detail
  • Ability to communicate effectively cross-functionally with people at all levels of seniority
  • Superb analytical skills
  • Experience with systems relating to performance reporting and client relationship management, preferably Addepar and Salesforce
  • Desire to work within a collaborative, fast-paced team environment
  • Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint


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