Performance Reporting Analyst - Simon Quick Advisors
Morristown, NJ 07960
About the Job
Company: Simon Quick Advisors
Position: Performance Reporting Analyst (Hybrid)
Location: Morristown, NJ
_______________________________________________________________________________
Company Description
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.
Mission of the Position
The Performance Reporting Analyst will ensure the smooth execution of key financial operations by managing data accuracy, overseeing reporting cycles, and facilitating communication between internal teams and external custodians. The role plays a critical part in maintaining efficient workflows, driving process improvements, and supporting overall business operations to meet client and organizational needs.
Top Accountabilities
Other Duties & Responsibilities
Key Criteria/Requirements
Key Competencies
Physical Requirements
Position: Performance Reporting Analyst (Hybrid)
Location: Morristown, NJ
_______________________________________________________________________________
Company Description
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.
Mission of the Position
The Performance Reporting Analyst will ensure the smooth execution of key financial operations by managing data accuracy, overseeing reporting cycles, and facilitating communication between internal teams and external custodians. The role plays a critical part in maintaining efficient workflows, driving process improvements, and supporting overall business operations to meet client and organizational needs.
Top Accountabilities
- Accountability 1: Manage Salesforce cases, including quality checks and follow-ups on non-responsive cases.
- Deliverable: Timely resolution and accurate documentation of all cases.
- Accountability 2: Oversee the entire reporting cycle, from batch creation to report generation, approvals, and postings.
- Deliverable: Accurate and timely delivery of reports with minimal errors.
- Accountability 3: Reconcile alternative investments and custodial accounts, ensuring the accuracy of investment performance data.
- Deliverable: Reconciliation completed within set timeframes and meets audit standards.
- Accountability 4: Serve as the liaison between internal teams (Mirador and CA) and external custodians to resolve data discrepancies and ensure smooth operations.
- Deliverable: High level of accuracy and proactive communication with teams regarding missing data.
- Accountability 5: Create and maintain process documentation for operational workflows, ensuring continuous improvement.
- Deliverable: Updated process documents that reflect current operational procedures.
Other Duties & Responsibilities
- Conduct performance reviews and valuation checks on accounts.
- Reconcile alternative and custodial asset performance and backdate investments as needed.
- Manage statements inbox and handle alternative activity notices.
- Track and report on operations and CORE metrics.
- Assist with outside custodian feeds and ensure smooth data communication between teams.
Key Criteria/Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- Preference will be given to candidates with 1-3 years of experience in the financial services industry.
- Experience in managing financial accounts, reconciliation, and reporting cycles.
- Strong proficiency in Orion, Salesforce, and financial platforms.
- Excellent communication skills, with the ability to work cross-functionally across teams.
Key Competencies
- Attention to Detail: Ensures accuracy in reconciliation and reporting.
- Problem-Solving: Quickly identifies and resolves operational issues.
- Organization: Effectively manages multiple tasks, deadlines, and priorities, ensuring that workflows and processes remain efficient and well-coordinated.
- Communication: Clearly communicates with internal and external teams.
- Data Management: Manages data efficiently, ensuring all metrics and reports are accurate.
- Process Improvement: Continuously refines processes to enhance efficiency.
- Collaboration: Works effectively with various departments to ensure seamless operations.
- Time Management: Handles multiple tasks with competing deadlines.
- Analytical Thinking: Ability to assess complex data and operational processes to identify trends and insights.
- Adaptability: Thrives in a dynamic environment, adjusting to shifting priorities and new challenges efficiently.
Physical Requirements
- Must be able to remain in a stationary position 50% of the time.
- Constantly operates a computer and office productivity machinery.
- Ability to communicate information accurately.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
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Source : Simon Quick Advisors
