Elite Wealth Reporting Analyst – Consolidated Data & Addepar

AllianceBernstein

Nashville (TN)

On-site

USD 90,000 - 120,000

Full time

2 days ago

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Job summary

AllianceBernstein in Nashville, TN is seeking a Senior Reporting Analyst at the Associate Officer level to join the Consolidated Reporting team in Wealth Management Operations. The role is hands-on, collaborating with Financial Advisors and Associates to deliver accurate consolidated reporting and responsive operational support.

The analyst will work with Addepar to provide a consolidated view of client assets and will handle onboarding, quality control, report production, and stakeholder

Qualifications

Bachelor’s degree required.
Experience in client reporting, performance reporting, or wealth management operations preferred.
Strong written and verbal communication skills.

Responsibilities

Onboard new client relationships to Addepar and support a smooth transition into ongoing servicing.
Perform quality control for new client setups and ongoing report production; research and resolve data discrepancies.
Produce and quality control daily, monthly, quarterly, recurring, and customized consolidated reports.
Manage account updates, configuration changes, and reporting modifications; drive resolution of requests.
Support complex client relationships and translate findings into guidance for technical and non-technical audiences.

Skills

Onboarding

Data analysis

Reporting

Excel

Communication

Education

Bachelor's degree

Tools

Addepar

PowerPoint

Job description

The analyst will work with Addepar to provide a consolidated view of client assets and will handle onboarding, quality control, report production, and stakeholder

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