Business Analyst

at  Signature Estate Investment Advisors LLC

QUALIFICATIONS:

• Bachelor’s Degree (BA) from four-year college or university, or equivalent combination of education and experience.
• 3-5 years of relevant work experience in financial reporting and analysis.
• Experience with performance reporting and billing, preferably using Tamarac Advisor View.
• Acute analytical abilities and attention to detail are essential for this position.
• Ability to work independently and formulate analysis plans with minimal supervision.
• Computer skills required: Intermediate to Advanced Microsoft Excel skills (Vlookups, Pivots, Macros, VBA), knowledge of SQL queries a plus.
• Licensed Series 7 a plus.

DUTIES AND RESPONSIBILITIES:

• Familiarity with Tamarac (or other portfolio management software), Portfolio Center, and Salesforce a huge plus.
• Portfolio Reporting: Generating detailed and accurate portfolio reports for clients, including performance summaries, holdings, transactions, and other key metrics.
• Data Management: Ensuring the integrity and accuracy of financial data within all systems, including the reconciliation of accounts, transactions and positions.
• Billing: Setting up and maintaining fee structures and billing rules within the Tamarac system and coordination of billing client accounts with accounting.
• Customization: Customizing reports and dashboards to meet the specific needs of clients or internal stakeholders, often using advanced features of the Tamarac platform.
• Support and Training: Providing support and training to users including troubleshooting issues and offering guidance on best practices.
• Integration: Integrating data with systems and ensuring seamless data flow across platforms.
• Compliance and Documentation: Ensuring that all reports and processes comply with regulatory requirements and maintaining thorough documentation of procedures and configurations.
• Performs other related duties as assigned by management.