Client Reporting Specialist

Key Responsibilities

• Client Reporting product management.
  • Build and maintain client reporting templates and portal views.
  • Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms.
• Client Reporting servicing.
  • Execute monthly and quarterly client reporting process cycles.
  • Provide client reporting support to Wealth Advisors and Client Service Specialists.
• Client Reporting data management.
  • Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team.
  • Maintain critical elements such as security master, allocations, and performance returns.
• Quality Assurance.
  • Perform data and reporting quality control to ensure reporting and data integrity.

Qualifications

• 3-5 years of experience in client or investment portfolio / performance reporting.
• Experience in wealth management, asset management, or investments related data or reporting role.

Skills And Competencies

• Demonstrated proficiency with Addepar or similar portfolio reporting system.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.