Wealth Management Performance Reporting VP

Socket.dev; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

Jefferies in New York, NY is seeking a Wealth Management Advisory Performance Reporting Vice President to provide centralized analytical and operational support for customized performance reporting solutions for sophisticated clients.

You will design consolidated reporting packages, support client onboarding to the platform, and help Advisors leverage dashboards and analytics for portfolio insights beyond returns.

Qualifications

• Minimum of 5+ years of experience in investment performance reporting or related wealth management function.
• Understanding of performance measurement concepts, including returns, benchmarks, attribution, and portfolio analytics.
• Familiarity with Addepar or similar performance reporting platforms.
• Experience reviewing large data sets to identify trends and resolve inconsistencies.
• Strong attention to detail and accuracy for client-facing reports.

Responsibilities

• Provide centralized support to Financial Advisors in the creation of customized and consolidated performance reporting packages for sophisticated clients.
• Coordinate all aspects of client onboarding to the performance reporting platform, ensuring a smooth and efficient implementation process.
• Proactively partner with Financial Advisors to design tailored reporting templates and presentation materials that support client-specific objectives and preferences.
• Assist Financial Advisors in identifying key portfolio highlights, trends, and insights beyond standard return reporting.
• Promote and support increased usage of Addepar reporting tools, dashboards, and Financial Advisor views to provide timely “at-a-glance” portfolio information.
• Provide one-on-one guidance to Financial Advisors in designing effective dashboard views and custom reporting outputs.
• Serve as a primary point of contact for performance reporting requests, questions, and issues from and Financial Advisor Teams.
• Manage the ongoing relationship with the technology vendor(s), including staying informed of platform updates, enhancements, and functionality changes that may affect users.
• Lead execution of the Alternatives Data Management process, including coordination of required Letters of Authorization and oversight of statement collection, data upload, and reconciliation workflows.

Skills

Investment reporting

Data analysis

Attention to detail

Problem solving

Communication skills

Tools

Addepar

Excel

Job description

Jefferies in New York, NY is seeking a Wealth Management Advisory Performance Reporting Vice President to provide centralized analytical and operational support for customized performance reporting solutions for sophisticated clients.

You will design consolidated reporting packages, support client onboarding to the platform, and help Advisors leverage dashboards and analytics for portfolio insights beyond returns.