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Reporting Analyst

Rockefeller Capital Management
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DEPARTMENT:            Investments - Portfolio Analytics & Risk Management

POSITION TITLE:         Reporting Analyst

MANAGER:                   Director of Portfolio Analytics & Risk Management


BROAD FUNCTION AND SCOPE OF THE POSITION

This position is responsible for creating and supporting the reporting processes that provide efficiency and visibility to the investment and financial reporting structures of the Investment Department.

POSITION RESPONSIBILITIES

  • Customize reports to facilitate client meetings; produce quarterly reporting and respond to marketing requests

  • Create and maintain access databases to support Global Investment Performance Standards (GIPS) reporting

  • Produce detailed, specific reports from FactSet for multiple accounts

  • Respond to marketing requests to update RFPs

  • Support and develop daily batch reports to assist in trade order management

  • Integrate various investment platforms to enhance quantitative reporting

  • Provide general reporting support for the Department

  • Update and configure old databases into a new, more efficient and user friendly format

  • Work with various business units on creating better processes for internal reporting

  • Provide development and supervision to junior professionals within the department

 

POSITION QUALIFICATIONS

Education: Bachelor’s degree in Finance, Mathematics, Computer Science or related field.

Experience:  Minimum two years’ experience in similar role. Detail oriented, possessing strong math skills.

Knowledge: Strong knowledge of Microsoft Office, including: Access database and reports (Creation and processing), Excel spreadsheets, Word (Functional knowledge), Advanced SQL and VBA, ability to resolve and articulate system disparities. Possess basic programming and development skills and knowledge of FactSet, Bloomberg, and Northfield. Desire to work towards either an accreditation as a Chartered Financial Analyst or Master of Business Administration degree.

Skills:  Display professionalism in all job aspects; possess strong technical financial analysis, strong sense of personal responsibility (including follow-through), and demonstrated interpersonal skills – working cohesively within team and with other company colleagues under pressure. Effective communication skills, both oral and written, including the ability to speak persuasively, using facts and figures to support position. Strong attention to detail, in an effort to avoid errors. Work to accomplish repetitive responsibilities in an often fast-paced environment.


Rockefeller & Co., Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Rockefeller & Co., Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.