Senior Associate, Reporting

Pathstone•Englewood, NJ

11d•Onsite

About The Position

This role supports the firm’s Englewood, NJ office however Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team. Reporting is an integral part of client success and is more than numbers and calculations! The right person will hit the ground running, mastering all internal and external systems while championing best practices. Utilize your keen attention to detail and investigative thinking to identify inconsistencies and correct them. Maintain proactivity while juggling competing priorities and leverage new technologies to improve efficiency. Growing into the role you will ultimately support and train others while problem solving matters big and small.

Requirements

Bachelor’s degree.
1 to 2 years of prior experience in the financial management industry.
Strong analytical, quantitative, problem-solving, and client service skills.
Detail-oriented.
Understanding the urgency of time-sensitive issues.
Solid PC and Microsoft Office suite skills, particularly Excel.
Positive attitude and initiative in all aspects of the position.
Ability to prioritize tasks in the face of competing demands.
Engaged in learning and growing.
Motivated to take on new challenges.
Strong verbal and written communication skills.
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Responsibilities

Provide assistance to the Reporting Team in all manners of operations through investigating Client Advisory Team inquiries, project management, database and systems clean-up, as well as various administrative duties for the department.
Source data from available systems (Salesforce, Performance Reporting platforms, custodians) to contribute to the assessment and project planning.
Prepare and disseminate internal communications, document processes and procedures, and successfully deliver to the staff.
Act as a resource to staff across the Firm by addressing performance and interested party related questions and assisting client teams in onboarding new clients.
Develop an in-depth understanding of the functions of other departments and how we work together to deliver timely, accurate reports to our clients.
Adopt, implement, and promote Pathstone best practices.
Proactively communicate challenges and ask questions, as needed.