Lead impactful projects at a dynamic organization with a hybrid work environment. Enhance operational efficiency and client satisfaction in a fast-paced, performance-driven setting. Develop talent and drive success in wealth management reporting.
Reporting Manager
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Manage a team of reporting analysts and associates, ensuring high-quality client service and operational excellence.
- Coach team members through complex client issues and oversee special projects to drive success.
- Work in a dynamic, fast-paced environment focused on performance and client satisfaction.
- Develop and manage talent with expertise in wealth management products and technology applications.
- Ensure timely completion of projects with detailed specifications and high standards.
- Collaborate with senior management to prioritize and align team goals with organizational objectives.
- Establish operational effectiveness through policies, procedures, and controls.
Key Responsibilities & Duties
- Lead a team to analyze portfolio performance results and conduct account reconciliations.
- Resolve data issues and strengthen client relationships through onboarding and training.
- Maintain software systems, including configuration, client setup, and data feed management.
- Create custom reports tailored to client-specific needs and liaise with vendor partners.
- Analyze private equity and hedge fund statements for accurate system input.
- Develop policies and procedures to enhance operational efficiency and effectiveness.
- Collaborate with clients and partners to resolve complex data and reporting issues.
Job Requirements
- Bachelor of Arts (BA) degree required, with strong analytical and leadership skills.
- Minimum 5 years of experience, with 7 years preferred in reporting and client management roles.
- Proficiency in financial reporting and data aggregation tools, with expertise in portfolio performance analysis.
- Experience in managing software systems, including configuration and client setup.
- Strong understanding of private equity and hedge fund statements and reconciliation processes.
- Ability to develop and implement policies, procedures, and controls for operational effectiveness.
- Comfortable working in a hybrid environment with dynamic and performance-driven goals.
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