Does financial data excite you? We’re looking for someone like that to provide support to the branch team. You’ll:
– assist financial advisors providing analytical information and aiming to understand the client’s goals
– create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients
– analyze and interpret portfolio performance reviews
– perform business analytics as needed to support financial advisors
– Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets
– Follow the various quality control checkpoints when producing custom performance reports
– People, Process management (monitoring Accuracy/timeliness), stakeholder Mgmt., responsibilities includes handling process controls, ensuring cross trainings etc.