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Senior Wealth Management Reporting Manager

Mirador, LLC
Darien, CT
  • Expired: November 26, 2021. Applications are no longer accepted.

Company OverviewGrounded in Wall Street and enabled by technology, Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations... throughout the United States, Western Europe, and Latin America.

We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.There's a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world's largest growing industries-financial reporting.

Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website.Position OverviewWe seek diligent, detail-oriented professionals to join the team. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.

Your daily activities will be diverse, from setting up and maintaining the financial software applications we utilize, to assisting clients with issues, to special projects, to helping with all the non-related tasks associated with building an innovative firm. The role is a mix of finance and technology.Depending on the candidate, we may also assess them as a potential manager candidate. Managers are responsible for overseeing a team of employees within the Reporting team, in addition to the below responsibilities.Responsibilities Financial Reporting & Data Aggregation tools Analyze and explain portfolio performance results Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects Analysis of private equity & hedge fund statements for input into system Work with clients and partners to resolve data issue Develop and strengthen client relationships Client on-boarding Client account setup & training Day-to-day support & issue management-Software maintenance & setup - you will become a subject matter expert in financial reporting software in the wealth management / family office industry.

Tasks include: System setup & configuration New client setup New financial account and asset set-up & classification Data feed management Create custom reports based on client-specific needs Liaise with the vendor partners for enhancements, and system & data issues Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Establish operational effectiveness through the development/adoption of policies, procedures and controls.Required Qualifications & Skills Ability to manage a team of reporting analysts, provide feedback, coach their development, escalate employee issues (for manager candidates only). Excellent customer relation skills and the ability to foster and maintain effective relationships.

Strong understanding of financial instruments Proactively assess and act upon client and company needs. Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines. Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities.

Comfortable with technology, software tools & applications. Ability to learn new software quickly Strong MS Excel & PowerPoint Skills Basic knowledge of database concepts, and any type of programming Good design skills - working knowledge of Photoshop, HTML design or similar tools Knowledge of various financial products and indices, particularly: Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA Alternative investments Performance reporting calculations and methodologies Portfolio man

Mirador, LLC

Address

Darien, CT
USA

Industry

Business

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