What are the responsibilities and job description for the Reporting Associate position at Beacon Pointe?
Job Description
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The 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.
Responsibilities
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.
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The 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.
Responsibilities
- 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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