Performance Reporting Analyst

3 weeks ago


Parsippany, New Jersey, United States Summit Financial Full time

    Job Summary

    Summit Financial LLC, a ~$10 billion independent advisory firm, is seeking a skilled Performance Reporting Analyst to join its operations department. The ideal candidate will have experience using Addepar or similar performance reporting software and possess a strong understanding of financial institution operations.

    Key Responsibilities

  • Monitor and maintain data integrity, including monitoring financial data feeds, reconciling account transactions, and validating data errors
  • Provide support to Addepar users, fixing errors, explaining metrics, and interacting with Addepar Support as needed
  • Collaborate with other departments to assist with Addepar-related tasks
  • Onboard new advisor teams onto the platform
  • Develop and create pre-set report sections for firm-wide use

    Requirements

  • College degree and relevant work experience
  • Proven expertise in onboarding new advisor teams onto performance platforms
  • Minimum 3-5 years of experience supporting and maintaining reporting platforms similar to Addepar

    Preferred Skills

  • Advanced Microsoft Office skills, with a focus on Excel
  • Excellent organizational skills and attention to detail


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