Wealth Management Performance Reporting Manager

Company: Mirador
Location: Stamford
Posted on: September 16, 2023

Job Description:

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.
There's a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world's largest growing industries-financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our .
Position Overview
We seek strong people managers, or "team leads", to oversee a team of client-facing reporting analysts and associates. You will be responsible for coaching your team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. You must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.
Responsibilities
As a Team Lead, your reporting team will be responsible for the below functions. Our Team Leads also have working knowledge of these areas to help troubleshoot and deliver results to our most complex clients.
-Financial Reporting & Data Aggregation tools:

• Analyze and explain portfolio performance results
• Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects
• Analysis of private equity & hedge fund statements for input into system
• Work with clients and partners to resolve data issue
  -Develop and strengthen client relationships:
  
  • Client on-boarding
  • Client account setup & training
  • Day-to-day support & issue management
    - Software maintenance & setup:
    
    • System setup & configuration
    • New client setup
    • New financial account and asset set-up & classification
    • Data feed management
    • Create custom reports based on client-specific needs
    • Liaise with the vendor partners for enhancements, and system & data issues
      -Resource Management:
      
      • Work amongst other Team Leads and senior management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
        -Establish operational effectiveness through the development/adoption of policies, procedures and controls.
        Required Qualifications & Skills
        -7+ Years of Experience
        - Ability to manage a team of reporting professionals, provide feedback, coach their development, escalate employee issues.
        - Ability to develop and maintain excellent, effective client relationships.
        -Strong understanding of financial instruments
        -Ability to think critically through complex performance management reporting issues and best practices.
        -Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines.
        -Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities.
        -Comfortable with technology, software tools & applications.
        
        • Ability to learn new software quickly
        • Strong MS Excel & PowerPoint Skills
        • Strong knowledge of database concepts, and any type of programming
          -Demonstrated knowledge of various financial products and indices, particularly:
          
          • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
          • Alternative investments
          • Performance reporting calculations and methodologies
          • Portfolio management & rebalancing
            -Bachelor's degree from a rigorous undergraduate program.
            Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

Keywords: Mirador, Stamford , Wealth Management Performance Reporting Manager, Executive , Stamford, Connecticut