Vice President, Client Reporting - NH

Vice President, Client ReportingIncrease your chances of an interview by reading the following overview of this role before making an application.Portsmouth, New HampshireWe are looking for an exceptional Vice President, Client Reporting to provide leadership and oversight for our client reporting service offering to ensure the highest level of accuracy, timeliness, and consistency. This individual should be an experienced leader who understands and will provide exceptional service for each of our client's unique reporting needs as well as recognize our need for improved processes so that we can scale as we continue to grow. This role will report directly to the Head of Operations.About the RoleThe Vice President, Client Reporting role is for an experienced, engaging, and strategic leader responsible for the firm's Client Data and Reporting. This individual will:Drive the strategic direction of the client reporting function using strong technical and leadership skills; ensure we are utilizing the best methodologies for financial reporting including investment performance, cash flows, net worth, and risk metricsManage the client reporting team and related outsourced vendors and foster a positive and effective team environmentOversee the reconciliation and data integrity across multiple platformsPartner with Technology and internal business partners to define and enhance automated solutionsAssist in regulatory reporting requirements and audit queriesContinuously assess our existing processes, reporting systems and infrastructure and implement solutions to create more automated and streamlined processesOwn report production, design, and quality control for performance reporting across all clients and maintain a suite of standard reportsOversee and maintain third party external reporting (Consolidated Reporting) across a variety of asset types in support of whole balance sheet/net worth reportingGuide the organization on best practices for client reporting related policies and methodologies, procedures, and workflowsOversee the team's task management/workflow system to ensure efficiency and risk reduction across the firmAbout YouBS in Accounting, Finance, Business, Mathematics, or equivalent work experience.10+ years direct experience working in a portfolio accounting/performance system, preferably in Wealth Management (Addepar preferred)Experience building out and leading teamsExpertise in end-to-end client reporting, including implementations, operations, training, methodology, and process improvementStrong technical understanding of investment markets, securities, security data, and investment systemsExperience working with both traditional and private assets and knowledge of private equity valuations and capital transaction bookingAbility to analyze complex problems, with strong attention to detail and provide effective solutionsStrong skillset in Microsoft Excel and working with and analyzing large data setsPassion for taking on challenges and finding creative and efficient solutionsAbility to communicate effectively and collaborate with a broad range of stakeholdersDiscreet in handling sensitive and confidential informationCompensation & BenefitsCompensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.Our benefits package includes:Medical, dental & vision insurance - 100% of premium covered for employees401k participation with employer contributionGenerous paid time offCommuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development and Mindfulness Stipend#J-18808-Ljbffr

Created: 2024-11-15