Analysis & Reporting Specialist (Charlotte, NC)

Job Requirements

• Supports Wealth and Asset Management operations through financial reporting, systems support, and data analysis.
• Assists with daily reporting deliverables, account setup and householding, reconciliations, system integrations, and complex and ad-hoc reporting needs.
• Ensures accurate, timely, and well-controlled reporting for wealth and asset management and other ad hoc requirements.
• Prepares and analyzes data while also resolving data issues and discrepancies for reporting.
• Creates, maintains, and enhances reports, dashboards, and data extracts.
• Data mining and analyzing data to identify trends and discrepancies.
• Resolving data and system-related issues.
• Develops deep expertise in best-of-class industry reporting platforms.
• Becomes a go-to resource for understanding system functionality, data flows, and reporting capabilities.

Required Qualifications

• Completed High school diploma or GED equivalent.
• 1+ years of experience in operations, reporting, data support, or administrative role, ideally within financial services or a regulated environment.
• Completed bachelor’s college degree preferred.
• Demonstrated ability to effectively prioritize and manage multiple tasks and concurrent projects.
• Strong judgment with a proven ability to collaborate effectively across teams and functions.
• Proficiency in PC applications, including the Microsoft Office Suite.
• Demonstrated excellent verbal and written communication skills.
• Willingness and flexibility to support both planned initiatives and ad hoc or time-sensitive projects as business needs arise.

Preferred Qualifications

• Exposure to or understanding of Wealth Management or Financial Services operations.
• History of consistent employment demonstrating reliability and job stability.
• Completed associate or bachelor’s degree preferred.
• Understanding of Wealth Management Operations is a plus.