Reporting Systems Administrator

Corps Team; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) match

Medical, dental, and vision insurance

Paid time off

Professional development opportunities

Competitive compensation

Downtown Chicago office access

Job summary

Mom Corps in Chicago is seeking a Reporting Systems Administrator for a hybrid role within a wealth advisory context. You will manage daily data feeds from custodians and investment platforms, ensuring data accuracy and timely reporting across multiple systems.

The role requires strong data governance, problem solving, and collaboration with vendors and internal teams to resolve discrepancies and improve processes.

Qualifications

• Attention to detail and data accuracy are essential.
• Strong analytical and problem-solving abilities required.
• Ability to identify root causes and implement practical solutions.
• Excellent organizational and project management skills are necessary.
• Strong written and verbal communication abilities required.
• Ability to manage multiple priorities in a deadline-driven environment.
• Collaborative approach with internal teams and external partners.
• Continuous improvement mindset with focus on innovation and operational excellence.
• Advanced proficiency in Microsoft Excel is required.

Responsibilities

• Serve as the primary administrator of the client investment reporting platform.
• Manage and monitor daily data feeds from custodians and portfolio accounting systems.
• Validate completeness, accuracy, and timeliness of incoming data; reconcile data across systems.
• Maintain data governance standards to support reliable reporting.
• Partner with custodians and tech vendors to resolve data delivery issues.

Skills

Data accuracy

Analytical skills

Root-cause analysis

Organization & PM

Communication

Multitasking

Collaboration

Process improvement

Excel proficiency

Education

Bachelor’s degree in data analytics, finance, information systems, computer science, accounting, economics, or mathematics

Job description

Our client, a wealth advisory firm, is seeking a Reporting Systems Administrator for a direct hire role in Chicago, IL. This is a hybrid role.

Investment Reporting & Data Management

Serve as the primary administrator of the firm’s client investment reporting platform. Manage and monitor daily data feeds from custodians, portfolio accounting systems, and alternative investment platforms. Validate the completeness, accuracy, and timeliness of incoming data. Reconcile positions, transactions, valuations, performance data, and account information across multiple systems. Maintain data governance standards to support consistent and reliable reporting. Partner with custodians and technology vendors to resolve data delivery issues and discrepancies. Assist with periodic audits and quality assurance reviews of reporting data. Monitor alternative investment data and statement connections, investigate disruptions, and promptly escalate lost connections to the appropriate manager and technology provider.

Exception Management & Issue Resolution

Independently own data quality within third-party aggregation and reporting platforms. Identify errors, investigate root causes, coordinate corrections directly with vendors and data providers, and validate. Escalate unresolved issues to vendors, custodians, managers, and the advisory team, as appropriate. Track and document exceptions, root causes, resolutions, and recurring trends. Develop practical procedures and controls to reduce reporting errors and improve operational efficiency. Establish proactive monitoring tools to identify data quality issues early.

Client Reporting & Quality Control

Support the timely and accurate production of client reports. Validate performance calculations and reporting outputs. Partner with internal stakeholders to create custom client reporting exhibits, dashboards, and analytical tools.

Technology Administration, Automation & Process Support

Administer approved configurations and content updates within the client portal and reporting environment. Coordinate with internal stakeholders and technology partners to maintain data connections, reporting configurations, and system functionality. Implement approved automation improvements for reconciliation, exception management, and reporting workflows. Test approved artificial intelligence and automation tools, following established requirements, controls, and implementation priorities. Maintain data models, datasets, field mappings, and documentation used by reporting and approved client-facing applications.

Required Skills & Attributes

• Exceptional attention to detail and a strong commitment to data accuracy
• Strong analytical and problem-solving skills
• Ability to identify root causes and recommend thoughtful, practical solutions
• Excellent organizational and project management skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• A collaborative approach to working with internal teams and external partners
• A continuous improvement mindset, with a focus on innovation and operational excellence
• Advanced proficiency in Microsoft Excel

Experience

• Experience working with large datasets and data reconciliation processes
• Experience with investment reporting platforms, data visualization tools, or similar business intelligence solutions is required
• Familiarity with data integration, APIs, and data governance concepts is preferred
• Curiosity about artificial intelligence, automation, and emerging wealth management technologies
• A bachelor’s degree in a related field, such as data analytics, finance, information systems, computer science, accounting, economics, or mathematics
• Minimum three years’ related experience
• Experience with investment reporting platforms, portfolio accounting systems, or wealth management technology solutions is required
• Experience working with custodial data and alternative investment reporting is preferred

Benefits

• Hybrid work from home and office schedule
• 401(k) match and profit sharing
• Medical, dental, and vision insurance
• Paid time off
• Firm-wide development and social events
• Competitive compensation structure
• An office in an amenities-rich building in downtown Chicago

Compensation

Annual base salary range: $70,000-$90,000. Discretionary Bonus tied to firm and individual performance. Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range.