UHNW Client Reporting & Performance Analyst

Royal Bank of Canada; Minneapolis (MN); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Job summary

Royal Bank of Canada, Minneapolis, is seeking a Reporting Analyst for the Private Client Group. You will create customized performance analyses for UHNW and institutional clients, collaborate with financial advisors, and develop reporting processes that support accuracy and supervisory reviews.

You will master the performance reporting system, aggregate held-away assets, and deliver client-ready reports. Strong math, communication, and problem-solving skills are essential to succeed in a

Qualifications

• Deep understanding of time-weighted returns and cash flows
• Series 7, 65/66
• Wealth management experience
• Experience interfacing with financial advisors and clients to build reports

Responsibilities

• Build UHNW & Institutional report templates for FAs and clients
• Create custom blended benchmarks for UHNW and institutional clients
• Ensure accuracy of investment performance data and benchmarks
• Develop processes to aggregate held-away accounts/assets in the reporting system
• Input valuations for hard assets and include them in reports for UHNW clients
• Collect liability information for Net Worth Statement reporting
• Audit performance records for accuracy and reasonableness
• Respond to performance inquiries and provide support

Skills

Time-weighted returns

Cash flow impact

Wealth management

Analytical skills

Communication with FAs

Education

BA/BS in business/finance/marketing

Tools

Performance reporting system

Data aggregation tools

Job description

Royal Bank of Canada, Minneapolis, is seeking a Reporting Analyst for the Private Client Group. You will create customized performance analyses for UHNW and institutional clients, collaborate with financial advisors, and develop reporting processes that support accuracy and supervisory reviews.

You will master the performance reporting system, aggregate held-away assets, and deliver client-ready reports. Strong math, communication, and problem-solving skills are essential to succeed in a