Job Location: Pittsburgh, PA or Remote
EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies. With assets under custody or administration of approximately $30B, its broker/dealer and registered investment advisors serve over 300 financial advisors on behalf of more than 75,000 customer accounts. For more information, visit www.newedgecapitalgroup.com.
The Reporting Analyst will report to the Sr. VP of Advisor Services, and will support the reporting and analysis function within the Advisor Services Workgroup. The Advisor Services Workgroup provides back- office support to high net-worth investment advisors that are associated with NewEdge Capital. The position will have a primary focus on administering performance measurement and reporting software tools utilized by NewEdge. The ideal candidate should have prior experience in a financial services position with a quantitative focus. The candidate must possess strong communication and analytical skills as well as the ability to collaborate with teammates to solve problems effectively.
Main responsibilities will include but not be limited to:
General administration of the investment performance reporting system.
Perform data management functions related to account set-up, data input, reconciliation, etc.
Provide support to advisors regarding system access, report generation, training, and data integration with other financial software systems.
Demonstrate the ability to identify areas of improvement and recommend solutions.
Assist the team in balancing time effectiveness and efficiency to ensure department meets expected service levels.
Be a collaborative team member to meet the established goals and objectives.