- 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.
- 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 in concentrations such as Finance, Computer Science, Statistics, Mathematics, Data Science or similar fields.
-
Regulatory Reporting Analyst
11 hours ago
Partnership HealthPlan of California Fairfield, United StatesOverview: · To develop and implement long-term quantitative analysis strategies to meet NCQA and DHCS · standards for reporting. To perform, and assist in the performance of, duties that ensure the · accuracy, completeness and truthfulness of enterprise wide regulatory reporting ...
-
Reporting Analyst
2 weeks ago
Insight Global Plantation, United StatesPosition: Reporting Analyst · Openings: 1 · Location: Hybrid Remote (3-4 Days on site in Plantation FL · Pay: $25-$28 Hourly Based On Experience · Looking to HIRE RIGHT AWAY · Must-haves: · 1-2 years' experience in a reporting analyst or similar role · Expert Excel (Pivot Tables ...
-
Reporting Analyst
2 weeks ago
Insight Global Plantation, United StatesMust-haves: · 1-2 years' experience in a reporting analyst or similar role · Expert Excel (Pivot Tables, V Look Ups, etc.) · Experience with data processing and visualization · Great communication · Plusses: · Salesforce · Bilingual Spanish and/or Portuguese · Day to Day: Our ...
-
Data Reporting Analyst
1 week ago
ITTR Long Island-Queens, United StatesJob Summary: · The Business Analyst will review and assure proper final report production and documentation from vendors; will analyze, reject, and/or approve vendor Moveouts reports for conformity to HPD standards; will manage, monitor and review vendors' Moveouts report submiss ...
-
Data Reporting Analyst
1 week ago
Insight Global Plantation, United StatesPosition: Reporting Analyst · Location: Plantation, FL · Duration: 12 month contract with extensions · Pay Range: $23-25/hr · Must-haves: · 1-2 years' experience in a reporting analyst or similar role · Expert Excel (Pivot Tables, V Look Ups, etc.) · Experience with data proces ...
-
Data Reporting Analyst
1 week ago
ITTR Long Island City, United States**Job Summary/ Essential Job Functions**: · Manage, monitor, revise and review vendors' XRF lead report for HPD submissions; assist with Maximo data entry, and verify invoices from various vendors; Review multiple development directories in Teams for incoming reports; Download WO ...
-
Financial Reporting Analyst
2 weeks ago
Breeze Unlimited Stamford, United StatesBreeze Unlimited is posting on behalf of our client and we are seeking a 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 produc ...
-
Report Analyst
6 days ago
TSR Consulting Services, Inc. New Hyde Park, United StatesAnalyst -Remote role · New Hyde Park NY · $76 on w-2 · 300 total hours for this assignment - Worker can choose to work 30 hours per week for 10 weeks, part-time or 40 hours per week for 7.5 weeks, full-time. · Job Description: · Description: · Top three skills · Sorian financial ...
-
Report Analyst
1 week ago
Medisys Health Network, Inc. Queens, United StatesEpic Clarity Report Analyst · Candidate must be knowledgeable regarding business processing needs involved in hospital and clinic operations. This position analyzes, provides specifications for, and writes individual reports for assigned applications. Serves as the primary report ...
-
Report Analyst
2 weeks ago
TSR Consulting New Hyde Park, United StatesAnalyst -Remote role · New Hyde Park NY · $76 on w-2 · 300 total hours for this assignment - Worker can choose to work 30 hours per week for 10 weeks, part-time or 40 hours per week for 7.5 weeks, full-time. · Job Description: · Description: · Top three skills · Sorian fin ...
-
Insight Global Greenwich, United StatesA Fortune 500 company is looking for a Senior Analyst to join their team on a hybrid schedule in Greenwich, CT. As Senior Analyst of Accounting and Financial Reporting, you will oversee all of the company's internal financial reporting and consolidation processes in accordance wi ...
-
GXO Greenwich, United StatesLogistics at full potential. · At GXO, were constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...
-
GXO Logistics Greenwich, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...
-
GXO Greenwich, United StatesLogistics at full potential. · At GXO, were constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our ...
-
Elite Placement Group Greenwich, United StatesSenior Analyst, Accounting and Financial Reporting · Responsibilities: · Ensure accurate and timely compilation of accounting information, analysis and reporting in accordance with Generally Accepted Accounting Principles (GAAP) and company policies and procedures · Support th ...
-
GXO Logistics Greenwich, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...
-
GXO Logistics, Inc. Greenwich, United StatesLogistics at full potential. · At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On ou ...
-
Report Analyst/Developer
2 weeks ago
TSR Consulting New Hyde Park, United StatesAbout TSR: · TSR is a relationship-based, customer-focused IT and technical services staffing company. · For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of co ...
-
Financial Reporting Analyst
1 week ago
Ascendo Resources Bronx, United StatesSalary: $ per hour · Reference: EI · Ascendo Resources is actively seeking a Non-Profit Financial Analyst for our client, a non-profit healthcare organization is located in the Bronx, NY This position would be an full time, fully onsite, and temp-to-perm. In this position you w ...
-
Financial Reporting Analyst
4 days ago
NESCO Inc Milford, United StatesOur financial service client in Northern Fairfield County is looking for a Reporting Analyst to join its team. This is a high-profile position entrusted with delivering cash reporting, data reconciliation, compliant analysis and quarterly valuations to senior management and banki ...
Financial Reporting Analyst - Stamford, 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 role 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 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 software applications we utilize, to assisting clients with issues, to special projects, to sales calls, to helping with all the non-related tasks associated with building an innovative firm.
The role is a mix of finance and technologyResponsibilities
Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects
Analysis of private equity & hedge fund statements for input into system
Data consolidation from multiple sources/custodians
Accurate and timely statement/data entry
Report generation
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
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 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.
#J-18808-Ljbffr