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Data Analyst

Oxford Financial Group, Ltd. Carmel, IN

  • Posted: over a month ago
  • Full-Time
Job Description

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and #5 RIA in 2020 (based upon assets under management)*. One of the largest independent RIA firms in the country with oversight of approximately $26.7 billion in assets under advisement (which includes assets under management)**, Oxford has 20 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years. With special expertise in Bespoke Generational Solutions, Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. For additional information, call 800.722.2289 or visit 

Position Summary:

Conducts data analysis and performance auditing for performance-based and goal-based client investment portfolios.  Retrieves, enters, reconciles, and monitors client account data.  Audits monthly performance for private investment accounts and alternative investments.  Prepares client performance monitoring reports for client distribution as well as client specific or business analytical reports.  Maintains cost basis and security reconciliation. 

Duties & Responsibilities:

Account Administration and Maintenance

  • Updates client related information such as client profile, investment model, reporting requirements, and portfolio accounting details  
  • Establishes and maintains household grouping assignment for clients
  • Analyzes non Oxford custodial statements and inputs month end values, transactions, and fees
  • Audits portfolio value and performance metrics
  • Conducts daily reconciliation of client data

Prepares and Reviews Client Account and Performance Monitoring Reports  

  • Analyzes reports with a high level of detail to verify accuracy of client reporting data
  • Troubleshoots reporting data inaccuracies and enact solutions
  • Creates performance-based and goal-based investment metrics within reporting software and provide reporting to client facing team
  • Generates scheduled client account and performance monitoring reports
  • Works with Client focused departments to design and distribute reports for client delivery
  • Utilizes a reporting tracker that maintains client meeting dates and report delivery methods
  • Prints and binds client account and performance monitoring reports for report distribution

Analysis for Business Metrics 

  • Creates insightful reports that help monitor relative business metrics, identify key variance and exception type reporting
  • Converts business requirements from Management into data reports
  • Demonstrates analytical thinking skills by breaking down complex problems or processes, identifying cause and effect patterns, and analyzing problems to drive reporting metrics to assist in arriving at solutions


  • Bachelor Degree in business related field such as accounting or finance
  • One - Three years business analytics experience (modeling, integration, reporting and analytics), preferably in Financial/Securities industry
  • Tamarac Advisor View, Addepar or other client reporting software experience
  • Working experience with Power BI, Tableau, Smartsheets, or another analytical tool preferred
  • Performance-based and Goal-based investment reporting experience preferred
  • Strong critical thinking/analytical skills
  • Strong working knowledge of Microsoft Excel
  • Computer proficiency in Microsoft Outlook and Word
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must have ability to multi task
  • Must have strong work ethic with a positive attitude
  • Must be able to work in a team environment
  • Must be detail oriented with excellent organizational skills

 Working Conditions:

Long periods of sitting utilizing a computer

Oxford Financial Group, Ltd.


Carmel, IN
46032 USA



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