Performance Reporting Analyst - Hamilton - ref. e8304115
About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London.The Firm oversees $151 billion in client assets as of December 31, 2024.
Position:
This role is part of the Investment Reporting team, collaborating with the Head of Investment Reporting and the Performance Reporting team. The Performance Reporting Analyst will handle core platform and field support. They will be the main contact for training, inquiries, and escalations, acting as the intermediary between advisors and performance vendors.This position is crucial for maintaining the accuracy of performance data, calculations, and reporting. The Performance Reporting Analyst will help design and implement efficient workflows, process improvements, and platform enhancements.
The ideal candidate is thorough, detail-oriented, communicative, organized, manages time well, solves problems, and strives for growth. They should excel both in teams and as individual contributors.
Responsibilities:
- Track, manage and resolve field inquiries and including support quality reviews and follow-ups on non-responsive incidents
- Develop and maintain support metrics to analyze incident trends, measure vendor responsiveness and identify opportunities for workflow improvement
- Serve as the liaison between internal stakeholder and vendor support to resolve data discrepancies and ensure smooth operations
- Educate private advisors and their teams on performance systems, calculations and concepts
- Oversee the entire investment performance data cycle, from collection to quality review to report generation
- Investigate performance outliers and specifically assist in reconciliation of alternative investment performance
- Create and maintain process documentation for operational workflows, ensuring continuous improvement
- Assist with ad hoc project related to process and platform improvements, and change initiatives
Qualifications:
- BA/BS degree in Finance, Mathematics, Accounts, Economics, Statistics or related field; non-finance majors with relevant experience are welcome to apply
- Prior client service experience within financial industry, or equivalent experience, preferred
- 3+ years’ experience in managing financial accounts, reconciliation and performance reporting cycles
- Strong proficiency in Tamarac preferred
- Excellent communication skills, with the ability to work cross-functionally across teams
Skills:
- Familiarity with performance measurement, client reporting, asset schema, benchmarks, and market data
- General knowledge of investments and / or portfolio reporting and related terminology
- Strong mathematical skills
- Ability to work well independently and as part of a team
- Strong attention to detail, ensuring accuracy in reconciliation and reporting
- Strong organizational skills, effectively manages multiple tasks, deadlines and priorities
- Strong interpersonal skills, clearly communicates with internal and external teams
- Manages data efficiently, ensuring all metrics and reports are accurate
- Ability to assess complex data and operational processes to identify trends and insights
Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.