Reporting Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Input and verify transactions and valuations into the data aggregation system, ensuring alignment with financial documentation.

• Reconcile data to produce precise consolidated Wealth Reports for UHNWI clients.

• Collaborate with Heritage Relationship Managers and teams throughout Europe.

• Improve portfolio analytics by integrating them with market data sources.

• Assist the Tech team with integration tasks between banks and the data aggregation system.

• Support strategic portfolio management controls and conduct data quality assessments.

• Participate in the design and implementation of new templates, dashboards, and views within the in-house platform.

• Aid in establishing a Center of Excellence for portfolio monitoring standards and processes.

• Work alongside front-office professionals in areas such as portfolio construction, asset allocation, and client investment strategies.

• Collaborate with Product and Technology teams to enhance and expand the Wealth Monitoring & Reporting Framework and proprietary wealth management platform.

⛳️ Requirements

• Master's degree in Finance, Economics, Engineering, or related fields.

• 5–10 years of experience in similar positions.

• Proficient in reading and interpreting account statements, bank reports, wealth reports, and financial documents related to Alternative Investments.

• Experience with cash and debt position reconciliation.

• Ideally, experience in Asset Management, wealth management, family office, fund audits, or consulting firms (KPMG, PwC, etc.) in a related capacity.

• Tech-savvy with a keen interest in exploring emerging technologies.

• Familiarity with tools specific to wealth management reporting is a plus.

• Strong Excel proficiency.

• Exceptional ability to convey complex data in clear and impactful presentations.

• Outstanding organizational and analytical skills, with a keen attention to detail.

• Effective communicator with a collaborative and multicultural approach.

• Highly motivated and proactive, demonstrating a hands-on attitude.

• Capable of managing multiple priorities and deadlines in a fast-paced, dynamic environment.

• Fluent in English.

🏝️ Benefits

• Opportunities for growth and development tailored to individual strengths and interests.

• Equal opportunities and a bias-conscious hiring process.

• An international and multicultural team environment.