Performance Reporting Analyst
3 weeks ago
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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