Data Analyst - Client Reporting & Salesforce

Punch & Associates Investment Management, Inc.; Minneapolis (MN); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Profit sharing

Paid time off

Parental leave

Holiday pay

Sick time

Job summary

Punch & Associates Investment Management, Inc. seeks a Full-time Data Analyst to support client reporting, the client portal, and Salesforce administration in a hybrid setup in Minneapolis.

You will maintain client and account data across Advent Portfolio Exchange and Black Diamond, produce performance reports, ensure data quality, and enable onboarding and portal adoption for clients and internal users.

Qualifications

• 2+ years of hands-on Salesforce experience
• Administrator certification preferred, or a commitment to earning it
• Financial Services Cloud experience is a plus
• Experience in investment or wealth management, especially account/transaction reconciliation and performance measurement, strongly preferred
• Advanced Excel skills with comfort working with large data sets across multiple systems

Responsibilities

• Maintain client and account information in Advent Portfolio Exchange and Black Diamond
• Produce institutional and private client performance reports on a systematic and ad hoc basis
• Monitor and resolve data discrepancies between portfolio accounting and reporting systems
• Own the client-facing reporting experience, including onboarding and troubleshooting for clients and internal users
• Collaborate with clients and internal teams to identify issues and drive portal adoption
• Support day-to-day Salesforce administration, including user setup, permissions, and dashboards
• Maintain CRM data quality through deduplication, bulk data loads, and custom objects/fields
• Receive, triage, and resolve user requests, escalating larger Salesforce work to the Director of Technology
• Test new functionality in a sandbox and support user training
• Monitor integrations between Salesforce and portfolio/reporting systems and troubleshoot data flow
• Assist with administration of other firm software as needed
• Document processes and reporting procedures for knowledge retention
• Participate in evaluating, selecting, and implementing new systems as technology evolves
• Perform other Systems duties as needed

Skills

Communication skills

Attention to detail

Time management

Independent worker

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Advent Portfolio Exchange

Black Diamond

Financial Services Cloud

Excel

Job description

Full-time Data Analyst role supporting client reporting, the client portal, and Salesforce administration in a hybrid setup in Minneapolis.

Responsibilities

• Maintain client and account information in the firm’s portfolio accounting and client reporting systems (Advent Portfolio Exchange and Black Diamond).
• Produce institutional and private client performance reports on both a systematic schedule and an ad hoc basis.
• Monitor and resolve performance and data discrepancies between portfolio accounting and reporting systems.
• Own the client-facing reporting experience, including client onboarding, ongoing maintenance, and troubleshooting for clients and internal users.
• Collaborate with clients and internal teams to identify issues, answer questions, and drive adoption of the client portal.
• Support day-to-day Salesforce administration, including user setup and permissions, page layouts, reports and dashboards, and record maintenance.
• Maintain CRM data quality through record hygiene, de-duplication, bulk data loads, and consistent use of custom objects and fields.
• Receive, triage, and resolve user requests, escalating larger Salesforce build work to the Director of Technology.
• Test new functionality in a sandbox prior to release and support user training and adoption.
• Monitor integrations transferring data between Salesforce and the firm’s portfolio and reporting systems; troubleshoot data-flow problems.
• Assist with administration of other firm software as needed.
• Document processes, configurations, and reporting procedures so operational knowledge is retained across the firm.
• Participate in evaluating, selecting, and implementing new systems as the technology stack evolves.
• Perform other Systems duties as needed.

Requirements

• 2+ years of hands-on Salesforce experience.
• Administrator certification preferred, or a commitment to earning it.
• Financial Services Cloud experience is a plus.
• Experience in investment or wealth management, especially account/transaction reconciliation and performance measurement, strongly preferred.
• Advanced Excel skills with comfort working with large data sets across multiple systems.
• Strong attention to detail.
• Ability to work in a fast-paced environment with close daily and monthly deadlines.
• Self-motivated, able to work independently and collaboratively.
• Excellent communication skills with internal teams and directly with clients.
• Strong organizational and time-management skills, critical thinking, and a sense of ownership.
• Ability to work with discretion and uphold confidentiality.
• Curiosity and desire to learn new systems, including the drive to figure out how things work.
• Bachelor’s degree or equivalent experience.

Technologies

• Salesforce
• Advent Portfolio Exchange
• Black Diamond
• Financial Services Cloud
• Excel

Benefits

• Generous medical, dental, and vision insurance plan
• 401k and Profit Share
• PTO
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid holidays
• Paid sick time
• Paid time off
• Parental leave
• Vision insurance
• Opportunity to grow in the position and take on new responsibilities

Work Location

• Hybrid remote in Minneapolis, MN 55435

Pay

• $65,000 - $110,000 per year