Analysis & Reporting Lead

Job description

The Analysis & Reporting Lead supports the Wealth and Asset Management business through advanced operational, systems, and reporting leadership. The Analysis & Reporting Lead is ideal for a highly motivated problem solver and emerging leader who is eager to become a subject-matter expert in investment reporting platforms, data workflows, and account lifecycle processes, while also coaching junior associates and leading reporting initiatives across the organization. The role blends hands-on execution with oversight and guidance, combining reporting delivery, systems integration, data analysis, and process improvement. The individual will play a critical role in ensuring accurate, timely, and well-controlled reporting while supporting Wealth Managers and senior business partners with insights, transparency, and scalable solutions. This position also serves as a point of escalation, mentorship, and quality assurance for junior team members. Job requirements: Support and lead Wealth and Asset Management operations through a combination of financial reporting, systems expertise, and advanced data analysis, with a strong focus on delivering accurate, timely, and well controlled reporting...