Manager, Reporting
ABC Legal ServicesSalary not specified
- Full Time
- Senior (5 to 8 years)
$110,000 – $150,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries
Requirements
Candidates should possess 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles, along with experience utilizing client portal technologies and alternative investment reporting. Strong leadership and project management capabilities, an analytical mindset, and excellent collaboration and communication skills are also required.
Responsibilities
The Reporting Manager will oversee the configuration, maintenance, and enhancement of the firm’s reporting tools and systems, leading a team supporting investor reports, client portals, and alternative investment reporting. They will collaborate with the CTO to drive platform improvements, integrations, and data workflows, partner with internal teams to resolve inquiries and enhance reporting outputs, identify inefficiencies and develop solutions, and ensure reporting standards align with firm goals and compliance expectations. They will also assist in creating and partnering with practice management to develop training and best practices.
Skills
Client Portal Technologies
Alternative Investment Reporting
Reporting Tools
Data Operations
Project Management
Leadership
Collaboration
Communication
Analytical Skills
Tolleson Wealth Management
Multi-family office providing wealth management services
About Tolleson Wealth Management
Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.
Key Metrics
Dallas, TexasHeadquarters
2000Year Founded
VENTURE_UNKNOWNCompany Stage
Social Impact, Financial ServicesIndustries
201-500Employees