Sr. Client Reporting Analyst, Wealth Management: Remote Option!
Goodwin Recruiting
This is a Full-time position in Portland, OR posted February 24, 2022.
Job Description
An established and growing wealth management firm ($9B AUM) is looking for a SENIOR CLIENT REPORTING ANALYST to make an immediate impact by creating custom performance analysis for the firm’ s valued HNW clientele.
The ideal SR.
CLIENT REPORTING ANALYSTwill bring 3-5 years of relevant experience, a record of success, and a desire to thrive with one of the fastest-growing wealth management firms in the country.
Sr.
Client Reporting Analyst Responsibilities
Develop & Create Reporting For Client Accounts & Firm Investment Strategy
Identify, Address, & Resolve Discrepancies & Process Improvements
Collaborate with COO to Consistently Improve Team Performance
Sr.
Client Reporting Analyst Requirements
Bachelor’ s Degree & 3-5 Years Experience, CFA Preferred
Demonstrated Knowledge of Traditional & Alternative Investments
Demonstrated attention to Detail & Self-Organization
Sr.
Client Reporting Analyst Salary & Requirements
Competitive Salary
Excellent Benefits
Growth Opportunities
Recruiter Managing this Job
Job Number: JN -122021-73431
