Wealth Client Reporting Analyst

Corient Private Wealth LLC.; Columbus (OH); On-site; USD 70,400 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health, Dental, Vision Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Job summary

Corient Private Wealth LLC. in Columbus, OH is seeking a Client Reporting Specialist responsible for managing client reporting templates and executing reporting processes. Ideal candidates will have 3-5 years of experience in client or investment reporting and proficiency with Addepar or similar systems.

The role includes responsibilities such as data management and quality assurance, ensuring reporting integrity. The position supports high-net-worth individuals, contributing to their wealth preservation and management.

Qualifications

• 3-5 years of experience in client or investment portfolio/performance reporting.
• Experience in wealth management, asset management, or investments related data.

Responsibilities

• Manage client reporting templates and portal views.
• Execute monthly and quarterly client reporting process cycles.
• Operate reporting data workflows and monitor critical elements.
• Perform data and reporting quality control.

Skills

Proficiency with Addepar or similar portfolio reporting system

Analytical skills

Effective communication

Documentation and attention to detail

Job description

Corient Private Wealth LLC. in Columbus, OH is seeking a Client Reporting Specialist responsible for managing client reporting templates and executing reporting processes. Ideal candidates will have 3-5 years of experience in client or investment reporting and proficiency with Addepar or similar systems.

The role includes responsibilities such as data management and quality assurance, ensuring reporting integrity. The position supports high-net-worth individuals, contributing to their wealth preservation and management.