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Performance Reporting Analyst
| Details |
Country: USA
Location: DC Rockville
Total applied: 38
Relevant Work Experience: 1+ to 2 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
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Performance Reporting Analyst
Lydian Wealth Management is a dynamic Metro DC area-based financial services firm offering specialized investment management, portfolio advisory and performance measurement services to our high net-worth individuals and advisor clients. We have offices in Palm Beach, Atlanta, Seattle, New York, Philadelphia, Rockville, MD, and Portland, OR. We have an immediate need for a Reporting Analyst within our Operations Group in our Rockville, Maryland location.
The Reporting Analyst will be responsible for the generation and review of monthly and quarterly performance reports, verifying accuracy of reconciliation and performance numbers, acting as a liaison between the consulting group and reconciliation group as well as fielding performance related questions from the consulting group or clients.
Position Requirements:Bachelor's degree coupled with 1-3 years work experience. Knowledge of Advent Axys is helpful, but not required.1-2 years experience with performance reporting. Strong technical skills, proficient in excel and MS Office products.
The Operations Group has an active, high-spirited, and high-paced work culture, and Lydian seeks individuals who will thrive in this environment.
Qualified candidates should submit a cover letter, resume and salary requirements via email WORD DOCUMENTS to jsaunders@lydianwealth.com
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