Performance Reporting Consultant

Cambridge Investment Research, Inc. • Phoenix, AZ

5d • Hybrid

About The Position

The Performance Reporting Consultant supports financial professionals by providing customer service, training, and consultation on client and performance reporting solutions. The role combines financial services knowledge and analytical problem-solving to help advisors use reporting technology, interpret performance data, and provide meaningful reporting experiences to clients.

The consultant investigates and resolves reporting inquiries and data discrepancies, advises users on reporting functionality and customization, and serves as a subject matter expert for performance reporting solutions. The position also provides individual and group training, supports adoption of reporting platforms, and collaborates with advisors, custodians, vendors, clearing firms, and internal teams to improve reporting accuracy, processes, and platform capabilities.

Requirements

• Knowledge of client reporting and performance reporting concepts.
• Knowledge of financial services operations and advisory platforms.
• Data analysis and problem-solving skills.
• Customer service and consultative support skills.
• Training and presentation delivery skills.
• Attention to detail and data accuracy.
• Root cause analysis and issue documentation skills.
• Strong verbal and written communication skills.

Responsibilities

• Analyze and resolve advisor and client reporting concerns, including performance calculations, account data discrepancies, data integrity issues, and platform inquiries.
• Provide consultative guidance on CIRStatements functionality, reporting options, data presentation, and reporting best practices.
• Develop and maintain expertise in CIRStatements, performance reporting methodologies, advisory account data flows, and related Cambridge technology platforms.
• Deliver individual and group training on CIRStatements features, report customization, system navigation, client reporting best practices, and self-service resources.
• Investigate and resolve complex reporting and data issues involving account values, performance returns, asset classifications, benchmark assignments, household structures, custodial feeds, and data integrations.
• Collaborate with internal business partners, custodians, vendors, and clearing firms to resolve issues, improve processes, increase reporting accuracy, and enhance the advisor experience.
• Serve as a subject matter expert for escalated reporting, data integration, and platform-related issues.
• Communicate reporting standards, procedures, and policy requirements to stakeholders.
• Assist with testing system enhancements, validating reporting functionality, documenting solutions, and identifying opportunities to improve operational efficiency and service delivery.

Benefits

• Premium benefits package including medical, vision, dental, life, and long-term disability insurance.
• Vacation and sick time.
• 401(k) retirement plan with company matching.
• Eleven paid holidays.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed