New York, NY

Posted: 10/09/2018 Industry: FIN Consulting Job Number: 11426550
Client Wealth Management (MSWM) Operations Performance Reporting Group (PRG), PWM Performance Reporting is seeking an Operations Specialist to support the Brokerage Financial Advisors in all aspects of performance reporting. It requires use of different performance applications and mainframe systems; specifically POD/GIM2. The PWM Performance team handles performance reporting for approximately 80, 000 accounts and 1000 specific WMS reports. Each member of the team is assigned to service and field inquires for high profile FAs and branches. The ideal candidate should be familiar with the different performance calculation methodologies, specifically Time Weighted and Dollar Weighted (IRR) calculations. He/she will work closely with the other PWM Performance team members to maintain ongoing quality reviews for all of the performance reporting for the WMS and non-WMS reports and effectively managing expectations. The candidate will report to the PWM Performance Supervisor. The role is located in New York.

Key responsibilities include:
- Manage the reporting expectations of high profile FAs for custom reporting
- Prepare monthly, quarterly and ad hoc performance reports
- Interface with group manager in review and production of team metrics for Cap Plan, and technology
improvement initiatives
- Ensure index, product attributes, and performance numbers are valid
- Participate in group projects and improvement initiatives

Qualifications & skills required:
- 1-2 years of experience
- The candidate must also possess strong written and oral communications skill
- Analytical/critical thinking ability
- Excellent reconciliation and research skills
- High level of proficiency in Excel
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