Portfolio Reporting Systems Analyst

Sequoia Financial Group Llc • Dublin, OH

5h

About The Position

We seek a motivated, self-starting, passionate team player to join our firm in the role of Portfolio Reporting Systems Analyst. This is a new position created in response to the growth of the organization and will primarily focus on technology projects related to mergers & acquisitions and ongoing ownership of our portfolio reporting platform. The Reporting Systems Analyst will work in close collaboration with all members of the Technology Team (which has responsibility for technology strategy and execution, business intelligence, end user support, and technology training) and the Operations Team (responsible for day-to-day platform support) to support various aspects of our advisor and client reporting system. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia.

Requirements

• Minimum 5 years of experience in an operations or client service role
• Minimum 3 years of demonstrated project management skills
• Experience working with and communicating with senior level management
• Ability to learn quickly and become proficient in a process-driven, fast-paced work environment
• Effective problem-solving skills to create solutions for the firm
• Willingness to attend necessary meetings between 8-5pm EST and be flexible when needed
• Ability to travel when needed
• Proficiency in Microsoft Office Suite with an emphasis in Excel

Nice To Haves

• Experience working daily with a workflow technology system.
• Experience in financial services industry.
• Prior experience with financial industry technology a plus
• Salesforce, Tamarac, Orion, MoneyGuide, eMoney, etc.
• ByAllAccounts, Yodlee, DST Vision, etc
• Bachelor’s degree preferred

Responsibilities

• Serve as the as the Subject Matter Expert (SME) for our portfolio reporting and client experience platforms.
• Assist with vendor management tasks including invoice tracking, roadmap review, and service escalations.
• Support Sequoia and Third-Party Partners in the migration of data and operational processes across portfolio reporting platforms.
• Partner with internal stakeholders to document and deploy platform enhancements and drive delivery of key Sequoia enhancements from vendors.
• Assist with training and maintenance of all resource libraries for end users.
• Support the integration between Sequoia and newly acquired firms. Will assist with overarching conversion of legacy portfolio reporting systems to Sequoia’s standard system with considerations for trading/billing impacts. Will work closely with the Reporting System Lead, Tech Program Management Office (PMO), internal operations specialists, and strategic partner(s) (Third Parties) to ensure on time delivery of the integration.
• Assist with execution and ongoing enhancement of Integration Playbook to ensure all standards, processes, and best practices are well documented and continuously updated. Will lead ongoing updates and enhancements to the Integration Playbook to reflect current systems and best practices.
• Participate in early M&A due diligence analysis to confirm project scope, budget, and timeline. Will work with Reporting System Lead to identify any risks along with associated costs to overcome and will help finalize statement of work for each acquisition with various third parties.
• Support Sequoia and Third-Party partners to execute the documented Playbook and achieve defined deliverables.  This includes, but is not limited to
• Own various data audits and system setup tasks throughout each project. Some tasks may be entirely in app while others will rely heavily on Excel data work.
• Partnering with PMO on project schedule to ensure all tasks are updated in a timely fashion and any risks/issues escalated promptly.
• Participate in ‘Hypercare’ activities to ensure acquired firm is onboarded successfully. This includes scheduling and leading training and support for end users.
• Assist with identification and documentation of any lingering work needed to ensure all associated workstreams are transitioned to Sequoia's standard operations post-project.
• Complete & Support team Salesforce Cases when needed.
• Own or assist with other firm-wide technology projects as resources allow.
• Collaborate with stakeholders to implement new system or process enhancements.
• Establish and maintain custodial data feed setups within reporting systems.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level