Get AI-powered advice on this job and more exclusive features.This range is provided by Nextera Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $100,000.00/yr - $120,000.00/yrAdditional compensation types Annual BonusA Wealth Management Firm is seeking an experienced professional to join their team as an Addepar Reporting Analyst in their New York City office.Responsibilities:Build and maintain client portfolios and account attributes in Addepar.Prepare customized client reports including performance, asset allocation, and cash flow analysis.Reconcile custodial data feeds and ensure data integrity across all asset classes.Process and maintain alternative investment data within Addepar.Perform regular audits and resolve data discrepancies.Collaborate with portfolio managers and client service teams to support reporting needs.Respond to ad-hoc reporting requests and contribute to process improvements.Qualifications:Bachelor's degree in Finance, Economics, or related field.2–4 years of experience in investment reporting or financial analysis, ideally within a wealth management or family office setting.Hands-on experience with Addepar is required.Strong Excel skills; SQL or Python is a plus.Detail-oriented with strong problem-solving and communication skills.Reference No. 60629Seniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function FinanceReferrals increase your chances of interviewing at Nextera Search by 2xGet notified about new Reporting Analyst jobs in New York City Metropolitan Area .Data and Reporting Senior Business Analyst Jersey City, NJ $103,330.00-$128,656.00 4 days agoNew York, NY $110,000.00-$130,000.00 1 week agoNew York, NY $66,900.00-$143,100.00 5 days agoNew York, NY $60,000.00-$110,000.00 1 month agoNew York, NY $90,000.00-$110,000.00 1 week agoNew York, NY $120,000.00-$150,000.00 1 week agoNew York, NY $122,000.00-$177,000.00 1 week agoNew York, NY $85,000.00-$95,000.00 1 month agoNew York, NY $54,300.00-$73,500.00 2 weeks agoAudit (Business and Finance) | Analyst | New York New York, NY $94,000.00-$117,500.00 5 days agoBusiness Analyst - Regulatory reporting (MiFID, Basel, Dodd-frank) Jersey City, NJ $135,000.00-$140,000.00 1 week agoNew York, NY $100,000.00-$120,000.00 3 days agoEnglewood Cliffs, NJ $36.00-$40.00 2 weeks agoHauppauge, NY $92,000.00-$136,000.00 2 weeks agoNew York City Metropolitan Area 1 week agoNew York, NY $80,000.00-$90,000.00 2 weeks agoNew York City Metropolitan Area 36 minutes agoNew York, NY $112,800.00-$135,800.00 3 months agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr