Note: The job is a remote job and is open to candidates in USA. CAPTRUST is seeking an Institutional Performance Reporting Senior Team Leader to supervise and direct performance reporting professionals. The role focuses on managing workflow, mentoring analysts, resolving complex data discrepancies, improving operational efficiency, transitioning acquired-firm data, and leading performance reporting projects.
Responsibilities
- Supervise, direct, and review the work of other performance reporting professionals, conduct performance appraisals, and take disciplinary action as needed and partner with human resources, management, and team leaders to fulfill these responsibilities
- Monitor and manage workflow to ensure team is meeting client obligations and deadlines
- Mentor and peer review associate level analysts on performance calculation and reporting issues
- Identify areas for individual and team improvement
- Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
- Use analytical skills to verify data, identify issues, and work to develop creative and scalable solutions to provide accurate and consistent data to our colleagues and clients
- Transition acquired firm data onto the CAPTRUST reporting platform
- Respond to incoming inquiries from colleagues related to troubleshooting and review of complex account and data discrepancies
- Assist with or lead Performance Reporting projects
Skills
- • Bachelor's degree in related field or equivalent years of work experience
- • 6+ years of relevant industry experience in Performance Reporting; 1-3 years of leadership experience
- • Portfolio Accounting experience including understanding of finance, investments and accounting concepts
- • Experience utilizing the Investment Metrics Portfolio Analytics and Reporting platform
- • Detail oriented, analytical, and highly organized
- • Proficient in Microsoft Office Suite especially Microsoft Excel and Power BI
- • Demonstrated ability to respond with sound judgment to situations with no clear precedent
- • Prioritization skills: ability to manage many time-sensitive tasks simultaneously
- • Extremely organized; ability to keep accurate and detailed records
- • Strong project management skills
Benefits
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
- A fully stocked break room
- Fun employee events
- Opportunities for personal growth
Company Overview