Client Reporting Analyst
About The Position
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The individual selected for this role is responsible for supporting the firm’s client reporting efforts through quarterly and ad-hoc performance report delivery. What you are good at: Analytical Ability: Able to effectively review information and data to identify issues and opportunities. Initiative: Proactively identify opportunities to enhance operational processes. Client Service: Meeting and exceeding customer expectations by providing timely and attentive responses to client requests. Team-Oriented: Collaborating with team members and other departments across the organization.
Requirements
- Bachelor’s Degree or equivalent experience in operations/financial industry
- Superior time management and organizational skills.
- Ability to manage multiple tasks, prioritize work and meet tight deadlines
- Self-motivated with a strong sense of responsibility to the business
- Team player that works well with others
Nice To Haves
- FINRA Series 7 license preferred
- At least two years of performance reporting experience preferred
- Prior experience with portfolio accounting/performance and reporting software (e.g. Vestmark) preferred
- Technically proficient in Microsoft Office and knowledge of SQL preferred but not required.
Responsibilities
- Reconcile accounting system positions
- Evaluate daily and monthly performance numbers to ensure accuracy
- Respond to service inquiries from Janney Financial Advisors and firm management
- Input outside custodian statement data into our system
- Create custom reporting to satisfy client requests
- Organize and execute department projects
- Support GIPS composites (global investment performance standards)
- Generate client performance reports
Benefits
- Paid Paternal Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
