Reporting Associate

Beacon Pointe; Newport Beach (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors is hiring a Reporting Associate to help maintain firm data for performance reporting and support internal projects. You will manage client information, coordinate New Account Setups, audit data, and monitor the reporting and billing cycles to ensure timely delivery of reports.

The ideal candidate holds a bachelor’s degree in Analytics/Finance/Business with 1–2+ years in reporting, strong Excel skills, and a detail‑oriented, collaborative mindset in a fast-paced advisory

Qualifications

• Bachelor’s degree in Analytics, Finance or Business is preferred.
• 1–2+ years of reporting and operations experience, ideally in financial services.
• Proficient with Excel and multiple data sets; strong troubleshooting ability.
• Attention to detail with solid organizational skills.
• Excellent verbal and written communication in a fast-paced environment.

Responsibilities

• Input and update client information in internal systems.
• Coordinate external resources for New Account Setup per policies.
• Audit data to ensure accuracy across systems.
• Monitor data sync between reporting system and CRM.
• Oversee reporting and billing cycles, deliver reports, and audit issues.
• Research and classify securities using multiple information sources.
• Support custom reporting for Alternative Investments.
• Handle CRM queue inquiries and resolve data discrepancies.

Skills

Excel

Data analysis

CRM experience

Attention to detail

Communication skills

Troubleshooting

Education

Bachelor’s degree in Analytics/Finance/Business

Tools

Salesforce CRM

Tamarac

Microsoft Office

Job description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

Responsibilities

• Input and updating of client information into various internal systems.
• Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures.
• Conduct various audits to ensure data accuracy.
• Monitor data synchronization between reporting system and CRM.
• Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues.
• Daily research and assignment of security classifications utilizing various sources of information.
• Manage and support the custom process of reporting on Alternative Investments.
• Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies.

Qualifications

• Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred).
• 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred).
• Proficiency in Microsoft Office applications (advanced Excel skills preferred).
• Proficiency in working with multiple data sets and databases.
• Advanced technical aptitude & superior troubleshooting skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Proven ability to work in a fast-paced, evolving work environment.
• Excellent interpersonal and verbal/written skills.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.