Performance Reporting Analyst
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Not yet checked
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
The employer's own board was still advertising this when we last read it, though our own check is not current.
How old is it?
Posted 3d ago
The date the source published, not the day we noticed it (2026-09-11). Last seen at its source just now.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $110k–190k/yr
Middle 50% of 642 listings that do state pay — Operations · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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ashby employer's own board first seen 3d ago · last seen just now
The listing
The Reporting Analyst will be an integral member of the Advisory Analytics team providing support to Mariner Wealth Advisors 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 inside Black Diamond performance reporting software.
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.
Strong verbal and written communication skills are essential to effective client relationships.
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
3 years of experience in financial services
Background in performance reporting software preferred
Pacific and Mountain Time Zones preferred
#LI-MK1
#LI-Remote
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V