Hiring: Performance Reporting Analyst Company: Mariner Location: United States Job Posted Time: 2026-09-12 14:27:37 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint About the job Experience: •3 years of experience in financial services Required Skills: •Lead and oversee 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. •Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail. •Strong verbal and written communication skills are essential to effective client relationships. Qualifications: •Bachelor’s degree •Background in performance reporting software preferred •Pacific and Mountain Time Zones preferred •By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. Compensation: •$63,000 - $85,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!