Performance Reporting Specialist

1 week ago


Parsippany, New Jersey, United States Summit Financial Full time
About the Role

Summit Financial LLC, a leading independent advisory firm, is seeking a skilled Performance Reporting Specialist to join its operations department. As a key member of the team, you will play a crucial role in maintaining and supporting the performance reporting software, Addepar.

Key Responsibilities
  • Data Integrity: Monitor and maintain data integrity, including setting up financial data feeds, reconciling and validating account transactions, and manually inputting or importing data.
  • User Support: Provide support to Addepar users, including fixing errors, explaining metrics, and interacting with Addepar Support as needed.
  • Interdepartmental Collaboration: Interact with other departments and sub-departments to assist with Addepar-related items.
  • Onboarding: Onboard new advisor teams onto the Addepar platform.
  • Report Development: Develop and create pre-set, client-facing report sections for firm-wide use.
  • Project Enhancement: Assist with long-term projects to enhance Addepar's utility.
Requirements
  • Education: College degree required.
  • Experience: Minimum 3-5 years of experience supporting and maintaining reporting platforms akin to Addepar.
  • Skills: Advanced/Expert level Microsoft Office skills, with an emphasis on Excel, and high-level organizational skills and attention to detail.


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