Client Reporting Specialist
About The Position
Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Requirements
- 3-5 years of experience in client or investment portfolio / performance reporting.
- Experience in wealth management, asset management, or investments related data or reporting role.
- Demonstrated proficiency with Addepar or similar portfolio reporting system.
- Strong analytical, problem-solving, and critical thinking skills.
- Effective communication, both orally and in writing.
- Strong documentation and attention to detail.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Responsibilities
- Client Reporting product management.
- Build and maintain client reporting templates and portal views.
- Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms.
- Client Reporting servicing.
- Execute monthly and quarterly client reporting process cycles.
- Provide client reporting support to Wealth Advisors and Client Service Specialists.
- Client Reporting data management.
- Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team.
- Monitor critical elements such as security master, allocations, and performance returns.
- Quality Assurance.
- Perform data and reporting quality control to ensure reporting and data integrity.
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
