Reporting Analyst

Waverly Advisors, LLC • Seattle, WA

1d • $65,000 - $80,000 • Onsite

About The Position

Waverly Advisors is seeking a Reporting Analyst for its Seattle office. The role focuses on preparing accurate and timely reports for institutional clients by compiling data from disparate sources into a cohesive structure. The analyst coordinates quarterly reporting, prepares investment performance calculations and client-facing materials, supports client meetings with analyses, and completes follow-up deliverables. The position requires precision, thoroughness, collaboration, and a willingness to learn and contribute to client service standards.

Requirements

• Bachelor’s degree.
• At least 2 years of experience in an analytical capacity.
• Excellent written and interpersonal skills.
• Strong mathematical and quantitative skills.
• High personal initiative and willingness to assist other team members.
• Ability to sit for prolonged periods while working at a computer.
• Ability to lift 15 pounds at times.
• Ability to access and navigate each department at the organization’s facilities.

Nice To Haves

• Experience in an RIA or Broker Dealer.
• Familiarity with Excel, Morningstar Direct, Adobe Acrobat, PowerApps, and Dataverse.
• Experience with a portfolio management system; Tamarac or Orion is strongly preferred.

Responsibilities

• Coordinate the quarterly reporting cycle, including collecting, requesting, and tracking data from vendor partners and internal stakeholders.
• Prepare book-wide investment performance calculations and ensure data is accurate, complete, and reconciled.
• Develop and distribute quarterly participant education materials and other client-facing reporting.
• Prepare, finalize, and distribute quarterly client reviews, ensuring materials are accurate and delivered on schedule.
• Gather updated performance and balance information and prepare ad-hoc analyses for client meetings, including fee reviews, plan design analyses, and participant reviews.
• Document client meeting notes, action items, and deliverables, and coordinate follow-through to ensure timely completion.
• Complete post-meeting client deliverables and ongoing reporting needs while maintaining accurate and organized records.
• Identify opportunities to improve, streamline, and automate recurring reporting processes and reconcile records as needed.
• Support long-term, non-cyclical projects and initiatives that improve reporting, client service, and operational efficiency.
• Research relevant industry trends, regulatory and legislative developments, and other applicable topics to inform client service and prepare for quarterly reporting cycles.

Benefits

• Comprehensive health, dental, and vision coverage.
• 401(k) retirement plan with matching and profit sharing.
• Twelve paid holidays each year.
• An extra vacation day during the employee’s birthday week.
• Responsible Time Off Policy with flexibility and no annual PTO limits, balanced with team responsibilities and business needs.
• Paid sabbatical of four consecutive weeks after seven years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level