Client Reporting Specialist

Responsibilities

• Client Reporting product management . Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms
• Client Reporting servicing . Execute monthly and quarterly client reporting process cycles. Provide client reporting support to Wealth Advisors and Client Service Specialists.
• Client Reporting data management . Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team. Monitor critical elements such as security master, allocations, and performance returns.
• Quality Assurance . Perform data and reporting quality control to ensure reporting and data integrity.

Requirements

• 3-5 years of experience in client or investment portfolio / performance reporting.
• Experience in wealth management, asset management, or investments related data or reporting role.
• Skills and competencies
• Demonstrated proficiency with Addepar or similar portfolio reporting system.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
• What You Can Expect from Us
• Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid

Benefits

Additional Information

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

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