Strategic Performance & Reconciliation Manager

Western & Southern Financial Group; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

Western & Southern Financial Group in Cincinnati, Ohio is looking for a skilled professional to oversee performance and reconciliation functions. This role includes daily calculations and deliverables for portfolio performance as well as compliance oversight with GIPS standards.

The ideal candidate will have a strong background in finance, leadership abilities, and a proven track record in enhancing operational efficiencies. Notably, bachelor’s and preferably a master’s degree are required for consideration.

Qualifications

• Bachelor's degree in finance or accounting required.
• Understanding of the financial services industry is essential.
• Experience improving organizational processes to enhance efficiency.

Responsibilities

• Partner with AVP for strategic direction on performance functions.
• Oversee daily performance calculations and reporting.
• Develop frameworks to enhance departmental efficiency.

Skills

Leadership skills

Analytical skills

Communication skills

Project management

Education

Bachelor's Degree in Finance or Accounting

Master's Degree (i.e., MBA, CFA, CIPM)

Tools

Investment Management software

Microsoft Office suite

Job description

Western & Southern Financial Group in Cincinnati, Ohio is looking for a skilled professional to oversee performance and reconciliation functions. This role includes daily calculations and deliverables for portfolio performance as well as compliance oversight with GIPS standards.

The ideal candidate will have a strong background in finance, leadership abilities, and a proven track record in enhancing operational efficiencies. Notably, bachelor’s and preferably a master’s degree are required for consideration.