Senior Associate, Reporting

Pathstone; Englewood (NJ); On-site; USD 52,000 - 66,000; Full time

Job summary

Pathstone in Englewood, NJ is seeking a detail-oriented analyst to support the Reporting Team. You will work with internal systems to compile accurate client reports and help improve data processes across departments.

Responsibilities include sourcing data from Salesforce and custody platforms, preparing internal communications, onboarding new clients, and promoting Pathstone best practices while collaborating with different teams. Excellent communication and Excel skills are essential.

Qualifications

• Bachelor’s degree; 1–2 years in financial management
• Strong analytical, quantitative, problem-solving, and client service skills
• Detail-oriented with urgency for time-sensitive issues
• Solid PC and Microsoft Office skills, especially Excel
• Demonstrates initiative, prioritizes tasks amidst competing demands
• Good verbal and written communication; basic understanding of investments (mutual funds, SMAs, alternatives)

Responsibilities

• Assist Reporting Team with operations through inquiries, project management, and admin duties
• Source data from Salesforce, performance reporting platforms, and custodians
• Prepare and disseminate internal communications and document processes
• Onboard new clients; support staff; promote Pathstone best practices
• Serve as a resource across the Firm to answer questions and train staff
• Contribute to timely, accurate reports for clients

Skills

Analytical skills

Excel proficiency

Time management

Communication

Client service

Education

Bachelor's degree

Tools

Salesforce

Performance reporting platforms

Custodian data systems

Microsoft Office

Job description

Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging needs of our employees and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. Our team members are encouraged to pursue their passions by serving on different committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment

This role supports the firm’s Englewood, NJ office however Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.

Qualifications:

Bachelor’s degree. 1 to 2 years of prior experience in the financial management industry. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding the urgency of time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, the candidate must be engaged in learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role as well as a basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Job Description:

Reporting is an integral part of client success and is more than numbers and calculations!The right person will hit the ground running, mastering all internal and external systems while championing best practices.Utilize your keen attention to detail and investigative thinking to identify inconsistencies and correct them.Maintain proactivity while juggling competing priorities and leverage new technologies to improve efficiency.Growing into the role you will ultimately support and train others while problem solving matters big and small.

Job Responsibilities:

Provide assistance to the Reporting Team in all manners of operations through investigating Client Advisory Team inquiries, project management, database and systems clean-up, as well as various administrative duties for the department. Source data from available systems (Salesforce, Performance Reporting platforms, custodians) to contribute to the assessment and project planning. Prepare and disseminate internal communications, document processes and procedures, and successfully deliver to the staff.

Act as a resource to staff across the Firm by addressing performance and interested party related questions and assisting client teams in onboarding new clients. Develop an in-depth understanding of the functions of other departments and how we work together to deliver timely, accurate reports to our clients. Adopt, implement, and promote Pathstone best practices. Proactively communicate challenges and ask questions, as needed.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)? Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Yes No