Performance Reporting Analyst

Position Overview

As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users.

The Performance Analyst will monitor performance reporting in the Envestnet and work with the reconciliation team to ensure data quality is maintained. Based on feedback and your own use of the application, you will proactively identify opportunities for improvement related to data quality and system functionality to improve the client and advisor experience.

Duties & Responsibilities

• Review, validate and reconcile the performance data in an efficient and timely manner to identify and resolve any issues that may arise or escalate as required
• Conduct thorough analysis on performance results, explain performance results, investigate discrepancies through issue resolution
• Help streamline existing processes within the Products & Services team, as well as proposing ongoing process improvements
• Participate in UAT testing for system upgrades or enhancements
• Investigate and respond to inquiries from Advisor Teams on performance reports
• Participate in performance related projects; other duties as required

Skills & Qualifications

• Minimum of 3 – 5 years’ experiences in the financial sector
• Familiar with performance reporting and calculations methods and operational processes
• Time management and organizational skills to set short-term priorities while working under strict deadlines
• Capacity for detailed and accurate work
• Ability to work under pressure
• Ability to problem solve and use a commonsense approach
• Excellent verbal and written skills
• Ability to work independently and in a team-based environment
• Experience with Envestnet or Dataphile are an asset

Education

• University degree or college diploma
• Completion of the Canadian Securities Course (CSC) a benefit
• Other industry-related courses are an asset