Remote UHNW Performance Reporting Analyst

Mariner Wealth Advisors; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Reporting Analyst to support the Advisory Analytics team for ultra‑high net worth clients. You will ensure data integrity, timely client billing and effective trading processes within Black Diamond reporting.

You’ll generate performance reports and onboard client data, contributing to accurate investment management and billing. The role emphasizes attention to detail, strong communication, and a proactive service mindset, with opportunities to learn and grow

Qualifications

• Bachelor’s degree required.
• 3 years in financial services.
• Background in performance reporting software preferred.
• Pacific and Mountain Time Zones preferred.

Responsibilities

• Support diverse reporting needs for ultra‑high net worth clients.
• Monitor data integrity, investigate discrepancies and provide investment reporting.
• Audit and prepare daily transaction reports including trades, cash flows.
• Manage private equity and alt investments data: capital calls, distributions, valuations.
• Review activities for controls to prevent errors, fraud and misstatements.
• Engage in learning opportunities through meetings and internal resources.

Skills

Multitasking & detail

Communication skills

Organization & analysis

Self-motivation & teamwork

Learning & coaching

Client service attitude

Excel & PowerPoint

Education

Bachelor’s degree

Tools

Performance reporting software

Job description

Mariner Wealth Advisors is seeking a Reporting Analyst to support the Advisory Analytics team for ultra‑high net worth clients. You will ensure data integrity, timely client billing and effective trading processes within Black Diamond reporting.

You’ll generate performance reports and onboard client data, contributing to accurate investment management and billing. The role emphasizes attention to detail, strong communication, and a proactive service mindset, with opportunities to learn and grow