As Chief Investment Officers, we partner with our clients to help them achieve missions and build legacies that endure for generations to come.
We set out over 35 years ago to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. We are dedicated to serving as our clients' outsourced investment office, reducing the time and resources required internally to achieve world-class investment results. We take an approach that is completely personalized, building custom-designed investment solutions to meet our clients' unique goals. Our solutions open possibilities for greater cures, more education, smoother retirement and future generations. Learn more about us at our website: http://www.hirtlecallaghan.com.
As a Reporting Analyst, you will be part of the team that centralizes client report generation and performance validation and responds to client-specific cyclical workflow demands. You will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients.
As a Reporting Analyst, you will be responsible for:
Engineering various monthly, quarterly and ad-hoc reports and presentations for client portfolios.
Building processes to automate customized reports using BlackDiamond, Excel, VBA, FactSet, and other reporting tools to increase the efficiency of the team.
Developing new reporting templates and onboarding new clients into our reporting program.
Performing client account related data validation, including but not limited to calculations of performance returns, benchmark data, and portfolio statistics, to the highest level of accuracy within predefined deadlines.
Developing processes to obtain internal and external data, transform the data and store in a central data repository for reporting by different business lines.
Improving current and developing new standard operating procedures for report and presentation creation.
Learning and becoming proficient in various technology resources will be vital for success within the firm (Bloomberg, FactSet, Black Diamond, Bloomberg).
Work with Portfolio Managers and our clients to update account documentation and paperwork. Assist with transfer of client funds. Address questions from clients and their auditors surrounding their investment portfolios.
Providing back-up and support to other team members when necessary.
Competencies for success:
Bachelor's degree or equivalent
Advanced Excel and PowerPoint skills
Client-first mindset
Excellent communication skills
Outstanding work ethic
Exceptional attention to detail and organizational skills
Experience with Salesforce, accounting/performance applications and online reporting systems preferred
Knowledge of various classes of investments and performance measurement calculations preferred
Desire for continued learning and professional development
CFA/CFP candidates and those interesting in pursuing CFA/CFP preferred
At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.