DIRECTOR OF PERFORMANCE REPORTING
Company: Confidential
Location: Columbus
Posted on: October 16, 2024
|
|
|
Job Description:
Director of Performance Reporting
About the Company Dynamic & growth-oriented independent RIA
Industry
Financial Services Type
Privately Held
About the Role The Company is seeking a Director of Performance
Reporting for its wealth management division. The successful
candidate will be responsible for the management, maintenance, and
enhancement of the firm's reporting system, ensuring the accuracy
and timeliness of quarterly and ad hoc reports, as well as billing.
This role requires a strong leader with experience in handling
complex reporting and data sets within an RIA setting, with a
minimum of five years of performance reporting experience and at
least two years of experience with Addepar. The Director will
oversee all aspects of the performance reporting system, including
administrative settings, custodial data feeds, display and
branding, account and client setup, fee schedule creation, and
external integrations. They will also be involved in the
preparation of client performance materials, and data integrity
research, and will assist the compliance function with regulatory
filings.The ideal candidate for the Director of Performance
Reporting position at the company will have a strong understanding
of creating and interpreting performance reports for client
portfolios, encompassing both public and private investments. They
should be adept at dealing with large data sets and data feeds from
multiple sources, ensuring minimal errors in the software system.
Excellent communication skills, a high level of accuracy, and
attention to detail are essential. The role also involves providing
guidance on client onboarding and offboarding, supporting ad-hoc
performance data requests, and collaborating with team members to
enhance current processes. The Director will be a key figure in the
firm, interacting with various departments and contributing to the
growth and efficiency of the business. Hiring Manager Title
Chief Executive Officer (CEO) Travel Percent
Less than 10% Functions
Keywords: Confidential, Middletown , DIRECTOR OF PERFORMANCE REPORTING, Advertising , Columbus, Ohio
|
Click
here to apply!
|
