Hybrid Performance Reporting Specialist for Financial Advisors

Cambridge Investment Research; Fairfield (IA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability insurance

401K retirement plan with company匹配

Job summary

Cambridge Investment Research is seeking a Performance Reporting Consultant to support financial professionals with client and performance reporting solutions. You will analyze data discrepancies, resolve reporting inquiries, and provide guidance on CIRStatements functionality while promoting platform adoption and best practices.

The role requires strong attention to detail, analytical thinking, and excellent communication to translate complex reporting concepts into practical solutions that

Qualifications

• Expertise in client reporting and performance reporting concepts.
• Strong data analysis and problem-solving abilities.
• Excellent customer service and consultative support skills.
• Attention to detail and ability to document root cause and solutions.

Responsibilities

• Investigate and resolve advisor and client reporting questions, data discrepancies, and platform inquiries.
• Provide guidance on CIRStatements features, reporting options, data presentation, and best practices.
• Deliver training on CIRStatements and reporting customization to financial professionals.
• Collaborate with internal teams, custodians, vendors, and advisory partners to improve reporting accuracy and efficiency.

Skills

Client reporting

Performance reporting

Data analysis

Customer service

Tools

CIRStatements

Cambridge technology platforms

Job description

Cambridge Investment Research is seeking a Performance Reporting Consultant to support financial professionals with client and performance reporting solutions. You will analyze data discrepancies, resolve reporting inquiries, and provide guidance on CIRStatements functionality while promoting platform adoption and best practices.

The role requires strong attention to detail, analytical thinking, and excellent communication to translate complex reporting concepts into practical solutions that