Reporting Analyst: Client-Focused Wealth Reporting

Waverly Advisors, LLC; Seattle (WA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and视

401(k) match & profit sharing

12 paid holidays

Birthday week extra vacation day

Flexible time off policy

Paid sabbatical after 7 years

Competitive compensation

Job summary

Waverly Advisors, LLC in Seattle seeks a Reporting Analyst to prepare accurate and timely reports for institutional clients by compiling disparate data sources into a cohesive structure. This role demands precision, thoroughness, and a collaborative approach with the team to meet client service standards.

The position focuses on coordinating quarterly reporting, performing performance calculations, and developing client-facing materials while driving efficiency in reporting processes.

Qualifications

• Bachelor’s degree is required.
• At least 2 years of analytical experience; experience in an RIA/BD is preferred.
• Proficiency with Excel, Morningstar Direct, Adobe Acrobat, PowerApps & Dataverse; experience with Tamarac or Orion preferred.

Responsibilities

• Coordinate the quarterly reporting cycle, collecting and tracking data from vendors and internal stakeholders.
• Prepare book-wide investment performance calculations and ensure data accuracy and reconciliation.
• Develop and distribute quarterly participant education materials and other client-facing reporting.
• Prepare, finalize, and distribute quarterly client reviews on schedule.
• Gather updated performance and balance information and perform ad-hoc analyses for client meetings.
• Document client meeting notes and follow up on action items and deliverables.
• Complete post-meeting deliverables and maintain organized records.
• Identify opportunities to streamline and automate recurring reporting processes.
• Support long-term projects to improve reporting and client service.
• Research industry trends and regulatory developments to inform quarterly cycles.

Skills

Analytical ability

Written & interpersonal skills

Mathematical/quantitative

Initiative

Education

Bachelor’s degree

Tools

Excel

Morningstar Direct

Adobe Acrobat

PowerApps

Dataverse

Tamarac or Orion

Job description

Waverly Advisors, LLC in Seattle seeks a Reporting Analyst to prepare accurate and timely reports for institutional clients by compiling disparate data sources into a cohesive structure. This role demands precision, thoroughness, and a collaborative approach with the team to meet client service standards.

The position focuses on coordinating quarterly reporting, performing performance calculations, and developing client-facing materials while driving efficiency in reporting processes.