Analyst, Performance Reporting

The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices.

Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises.

Amplify is headquartered in Scottsdale, Arizona position is full-time onsite.

Full job description

The Reporting Analyst will be an integral member of the Advisory Analytics team providing support to Ultra High net worth clientele ensuring data integrity, timely client billing, and effective trading processes and management. The Reporting Analyst will have responsibilities across a full range of functions including onboarding client data, generating performance reports, ensuring data is updated correctly, and assisting with investment management & billing.

If you love learning new skills, building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you.

Responsibilities

·        Responsible for supporting diverse reporting needs in support of our advisor support team for ultra-high net worth clients.

·        Monitor the integrity of information, investigate, and resolve discrepancies, and provide comprehensive investment reporting.

·        Auditing and preparing daily transaction reports to share with the broader organization which includes previous day’s trades, transactions, and cash flows.

·        Manage and own all private equity and alternative investment data in our portfolio reporting system including tracking capital calls, distributions, and fund valuations for our high-net-worth clients.

·        Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.

·        Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.

Skills and Knowledge

·        Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail.

·        Experience with Wealth Mgmt Performance systems (Black Diamond/Addepar/Orion/Tamarac/Albridge)

·        Highly organized with strong analytical skills.

·        Self-motivated and independent yet exhibits a team player attitude.

·        Strong willingness to learn and open to coaching.

·        Positive attitude toward client relations to provide exceptional, proactive client service.

·        Advanced Excel and PowerPoint skills

Qualifications

·        Bachelor’s degree

·        1 years of experience in financial services

Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Amplify prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

Benefits: Health Insurance, Dental Insurance, Vision Insurance

Paid Time Off, 401(k), Short-Term Disability, Long-term Disability, & Life Insurance

Job Type: Full-time

Pay: From $70,000.00 per year plus bonus

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Onsite Scottsdale, AZ 85254

Please note that completing a PI (Predictive Index) assessment is a required step in our application process. After submitting your application, you will receive an email with a link to complete the assessment. Applications will only be considered once the assessment has been completed.