Reporting Associate

Beacon Pointe Advisors • Newport Beach, CA

9d

About The Position

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

Requirements

• Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred)
• 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred)
• Proficiency in Microsoft Office applications (advanced Excel skills preferred)
• Proficiency in working with multiple data sets and databases
• Advanced technical aptitude & superior troubleshooting skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced, evolving work environment
• Excellent interpersonal and verbal/written skills

Responsibilities

• Input and updating of client information into various internal systems
• Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures
• Conduct various audits to ensure data accuracy
• Monitor data synchronization between reporting system and CRM
• Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues
• Daily research and assignment of security classifications utilizing various sources of information
• Manage and support the custom process of reporting on Alternative Investments
• Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees