Performance Reporting Analyst

19 hours ago


Parsippany, New Jersey, United States Summit Financial Full time
{"title": "Performance Reporting Specialist", "description": "Job Summary

Summit Financial LLC, a top 100 RIA and ~$10 billion independent advisory firm, seeks an experienced Performance Reporting Specialist to join its operations department. The successful candidate will maintain and support the performance reporting software (Addepar) and provide exceptional support to users.

Key Responsibilities
  • Monitor and maintain data integrity, including financial data feeds, reconciliations, and error resolution.
  • Provide expert support to Addepar users, addressing errors, explaining metrics, and collaborating with Addepar Support.
  • Interact with other departments to facilitate Addepar-related tasks.
  • Onboard new advisor teams onto the platform.
  • Develop and create pre-set report sections for firm-wide use.
  • Contribute to long-term projects enhancing Addepar's utility.
Requirements
  • College degree.
  • Experience in onboarding new advisor teams onto performance platforms.
  • Minimum 3-5 years supporting and maintaining reporting platforms like Addepar.
Preferred Skills
  • Advanced Microsoft Office skills, with emphasis on Excel.
  • Excellent communication and interpersonal skills.
  • High level of organizational skills and attention to detail.
", "lang_code": "en"}

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