- Financial Reporting & Data Aggregation tools
- Develop and strengthen client relationships
- Software maintenance & setup you will become a subject matter expert in financial reporting software in the wealth management / family office industry
- 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.
- Excellent customer relation skills and the ability to foster and maintain effective relationships.
- Strong understanding of financial instruments
- Experience with RIA/Wealth Management Policies, Procedures and Client Service
- Experience working with a wirehouse or custodians such as Pershing, Schwab, or Fidelity
- 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.
- Knowledge of various financial products and indices, particularly:
- Critical thinkers, that possess strong problem solving skills and an ability to summarize information clearly and concisely, both written and verbally.
- Devotion to collaboration and ability to thrive in a team environment while working independently.
- Ability to learn quick & adapt to an expanding environment.
- Bachelor's degree from a rigorous undergraduate program.
-
Goldman Sachs Salt Lake City, United StatesMORE ABOUT THIS JOB: · CONTROLLERS · The mission of Controllers is to ensure that the firm meets the financial control and reporting obligations of a global, regulated and public financial institution. As part of the firms second line of defense, Controllers provides the critic ...
-
Sales Consultant
4 hours ago
SYSCO Salt Lake City, United States Full timeCompany: · US0005 Sysco Intermountain (Division of USA I)Zip Code: · 84081Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 50%COMPENSATION INFORMATION: · The pay range provided is not indicative of Sysco's actual pay range but is me ...
-
Rn Ii Med Surg
1 week ago
HCA Florida Lake City Hospital Lake City, United States**Introduction**: · Do you have the career opportunities as a(an) RN II Med Surg you want in your current role? We invest in what matters most to nurses like you - at home, at work, and at every stage in your career. We have an exciting opportunity for you to join HCA Florida Lak ...
-
Field Service Technician
1 week ago
Toshiba Global Commerce Solutions, Inc. Lake City, United States**Introduction**: · Responsible for working independently, maintaining retail store technologies, computer systems and peripherals, within retail store and commercial business environments. They are responsible to perform a full workload of product installation, support services ...
-
Rn Progressive Care Med Surg
1 week ago
HCA Florida Lake City Hospital Lake City, United States**Introduction**: · Do you currently have an opportunity to make a real impact with your work? With over 2,000 sites of care and serving over 31.2 million patient interactions every year, nurses at HCA Florida Lake City Hospital have the opportunity to make a real impact. As a(an ...
-
Cost Basis Reporting Associate
5 days ago
IMS People South Jordan, United StatesJob Description · Job DescriptionJob Description: · What You'll Do: · • Perform different levels of data analysis & reconciliation of cost basis supplier and in-house data. · • Ensure that status reports produced are accurate, relevant, complete and actionable. · • Assist team w ...
-
Housekeeping/front Desk
1 week ago
The Inn at Canaan Davis, United States**Work in Canaan Valley at the newly restored Inn at Canaan Valley. Join our hospitality team and this growing property, as we are building luxury suites and luxury cabins on the property It is an exciting time for us at the Inn. Do you love interacting with people? Do you love k ...
-
Supervisor Retail
1 day ago
SAS Retail Services Salt Lake City, United StatesJob Description · Full-Time Retail Supervisor · At our Company, we grow People, Brands, and Businesses Our Retail Merchandising Team is seeking a competitive and ambitious Supervisor with proven experience managing and motivating associates, increasing sales, and merchandising. ...
-
Housekeeping Supervisor
1 week ago
Hilton Garden Inn Davis Downto Davis, United StatesJob Summary: · The Housekeeping Supervisor is responsible for administering and coordinating housekeeping functions in assigned sections. Responsible for inspecting Guest Rooms and ensuring they are cleaned up to standards assist Room Attendants as needed provide necessary traini ...
-
Part Time Night Audit
1 week ago
The Inn at Canaan Davis, United States Part time**Work in Canaan Valley at the newly restored Inn at Canaan Valley. Join our hospitality team and this growing property, as we are building luxury suites and luxury cabins on the property It is an exciting time for us at the Inn. Do you love interacting with people? Do you love k ...
-
Assistant/associate Project Scientist
3 days ago
University of California, Davis Davis, United StatesPOSITION OVERVIEW · **Salary range**: Salary range for this position is: $71,500 - $82,900 - Assistant Rank · $87,000 - $95,600 - Associate Rank · APPLICATION WINDOW · *** · **Open date**:May 16, 2024 · **Next review date**: Friday, May 31, 2024 at 11:59pm (Pacific Time) · **Fina ...
-
OR Circulator RN PRN
6 days ago
St. Mark's Hospital Holladay, United StatesDescription · IntroductionDo you have the PRN career opportunities as a(an) OR Circulator RN PRN you want with your current employer? We have an exciting opportunity for you to join St. Mark's Hospital which is part of the nation's leading provider of healthcare services, HCA He ...
-
OR Circulator RN
3 days ago
St. Mark's Hospital Salt Lake City, UT, United States Permanent, Full timeDescription · Introduction · Are you looking for a place to deliver excellent care patients deserve? At St. Mark's Hospital we support our colleagues in their positions. Join our Team as a(an) OR Circulator RN and access programs to assist with every stage of your career. · Bene ...
-
Rental and Pool Administrator
1 week ago
PG&E Corporation Davis, United StatesRequisition ID # 156797 · **Job Category**: Administrative / Clerical · **Job Level**: Individual Contributor · **Business Unit**: Engineering, Planning & Strategy · **Work Type**: Hybrid · **Job Location**: Davis · Department Overview · PG&E's Transportation Services team is res ...
-
Director Engineering
4 days ago
Hilton Garden Inn Davis Downto Davis, United StatesJob Summary: · The Director Engineering oversees the property's facilities maintenance function and is responsible for the operation maintenance service and repair of equipment on site. Directs and supervises the Maintenance staff as requested by General Manager. Directs a team r ...
-
Sales Consultant
4 hours ago
SYSCO Pleasant Grove, United States Full timeCompany: · US0031 Sysco Sacramento, Inc.Zip Code: · 95668Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 50%Compensation Range: · $59, $82,800.00The compensation range provided is in compliance with state specific laws. Factors tha ...
-
Night Shift Warehouse Training Supervisor
1 week ago
Performance Food Group Salt Lake City, United StatesJob Description · We Deliver the Goods: · * Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more · * Growth opportunities performing essential work to sup ...
-
Division Laboratory Director
6 days ago
MountainStar Healthcare Salt Lake City, United States LabDescription · This position is incentive eligible. · Introduction · Do you have the career opportunities as a Division Laboratory Director you want with your current employer? We have an exciting opportunity for you to join MountainStar Healthcare which is part of the nation's ...
-
night shift warehouse training supervisor
1 week ago
Performance Foodservice Salt Lake City, UT, United StatesCompany Description · Core-Mark, a Performance Food Group Company, is part of a Fortune 150 company that continues to grow as an industry leader in fresh and broad-line solutions to the convenience retail industry. Our reputation of empowering customers, employees, and communitie ...
-
Davis General Clerk Ii
1 week ago
Clear Global Solutions LLC Davis, United StatesThis is a full-time position in the Davis NRCS office. · - Print auto-generated template letters for District Conservationist's signature such as annual status reviews and intent to proceed letters. · - File and mail correspondence according to agency protocol. · - Maintain notes ...
Wealth Management Performance Reporting Associate - Salt Lake City, United States - Mirador
Description
Company Overview
Grounded in Wall Street and enabled by technology, Mirador 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 Overview
We seek a detail-oriented professional with 3 – 5 years of experience at a Wealth Management firm, Financial Services firm or family office.
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.This position is located in Salt Lake City, UT.
Responsibilities
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
Client account setup & training
Day-to-day support & issue management
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
-3-5 years minimum relevant experience
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms
Experience with planning tools such as eMoney, MoneyGuidePro or similar software
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
Alternative investments
Performance reporting calculations and methodologies
Portfolio management & rebalancing
How Family Offices, RIAs, investment advisors work
Mirador is committed to a diverse and inclusive workplace.
Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.