Senior Reporting Associate

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Reporting Associate. The Senior Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

• Input and updating of client information into various internal systems.
• Manage external resources who assist with the New Account Setup process and ensure it is done according to the firm’s policies & procedures.
• Conduct various audits to ensure data accuracy.
• Monitor data synchronization between reporting system and CRM.
• Oversee the firm’s reporting & billing cycles, execution and delivery of reports, and auditing and maintenance of performance issues.
• Daily research and assignment of security classifications utilizing various sources of information.
• Manage and support the custom process of reporting on Alternative Investments.
• Handle incoming CRM queue inquiries from field offices, related to the troubleshooting and review of complex account and data discrepancies.

• Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred).
• 1 - 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred).
• Proficiency in Microsoft Office applications (advanced Excel skills preferred).
• Proficiency in working with multiple data sets and databases.
• Advanced technical aptitude & superior troubleshooting skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Proven ability to work in a fast-paced, evolving work environment.
• Excellent interpersonal and verbal/written skills.

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures
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