Analytics and Reporting Manager

Corient Services LLC; Miami (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking an analytics leader to head the Analytics and Reporting team, delivering dashboards, reports, and data products underpinning management and regulatory reporting. You will translate stakeholder needs into data specs, ensure data quality, and work cross-functionally in a fast-paced financial services environment. This role requires onsite work four days per week and U.S.

work eligibility. The ideal candidate will have 4–6+ years in analytics or reporting, 2–3+ years managing

Qualifications

• 4-6+ years of experience in analytics or reporting roles.
• 2-3+ years of experience managing teams and complex reporting environments.
• Hands-on experience in enterprise reporting at a Financial Services firm or similar regulated environment.
• Distinguished academic track record in quantitative discipline.

Responsibilities

• Lead Analytics and Reporting team and oversee dashboards, recurring reports, and ad-hoc analysis.
• Establish standards for analytics development and documentation across the team.
• Own delivery of data products for management, financial, and regulatory reporting, including automated dashboards and reports.
• Ensure data outputs are accurate, auditable, trusted, and compliant with ICFR/audit expectations.
• Translate stakeholder needs into clear data specifications and provide cross-functional analytics support.

Skills

SQL

Tableau

DBT

Data modeling

Data transformations

Data quality

Analytical thinking

Communication skills

Education

Quantitative discipline degree

Tools

DBT

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Key Responsibilities

• Analytics and Reporting team leadership.
• Manage data analysts delivering dashboards, recurring reports, and ad-hoc analysis.
• Establish consistent standards for analytics development and documentation.
• Enterprise Reporting.
• Own delivery of data products underpinning management reporting, financial reporting, and regulatory reporting, including automated dashboards, reports, and other analytical outputs.
• Robust data outputs, processes, and controls.
• Ensure data outputs are accurate, auditable, and trusted by internal and external stakeholders, and that underlying data processes, logic, controls, and documentation meet ICFR and audit expectations.
• Cross-functional data analytics and reporting support.
• Translate stakeholder needs into clear data specifications to meet business requirements.
• Act as a senior subject matter expert for enterprise analytics and reporting.

Qualifications

• 4-6+ years of experience in analytics or reporting roles.
• 2-3+ years of experience managing teams and complex reporting environments.
• Hands-on experience in enterprise reporting at a Financial Services firm or other environments subject to strong regulatory and audit requirements.
• Distinguished academic track record in quantitative discipline.

Skills and competencies

• Proficiency in SQL and Tableau; proficiency in DBT a strong plus.
• Strong command of best practices for data modeling, data transformations, and data quality frameworks to support scalable, enterprise grade data products.
• 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, demonstrating strong organization, prioritization, and follow-through.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. 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. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. 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.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.