Addepar Reporting Analyst — Wealth Data & Insights

Nextera Search; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A Wealth Management Firm is looking for an experienced Addepar Reporting Analyst to support client reporting needs in New York City. This role requires a Bachelor's degree in Finance or Economics, with hands-on experience in Addepar and strong Excel skills. The Analyst will build client portfolios, prepare performance reports, and maintain data integrity. Candidates should have 2–4 years in investment reporting and possess strong problem-solving abilities.

Qualifications

• 2–4 years of experience in investment reporting or financial analysis, ideally in wealth management.
• Detail-oriented with strong problem-solving and communication skills.

Responsibilities

• Build and maintain client portfolios and account attributes in Addepar.
• Prepare customized client reports including performance and asset allocation.
• Collaborate with portfolio managers and client service teams.

Skills

Excel

SQL

Python

Problem-solving

Communication

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Addepar

Job description

A Wealth Management Firm is looking for an experienced Addepar Reporting Analyst to support client reporting needs in New York City. This role requires a Bachelor's degree in Finance or Economics, with hands-on experience in Addepar and strong Excel skills. The Analyst will build client portfolios, prepare performance reports, and maintain data integrity. Candidates should have 2–4 years in investment reporting and possess strong problem-solving abilities.