Analysis & Reporting Specialist (Charlotte, NC)

Job description

This entry-level role supports the Wealth and Asset Management business through operational, systems, and reporting functions. The position is ideal for a motivated problem solver who is eager to become a subject-matter expert in investment reporting platforms, data workflows, and account setup processes. The role combines hands-on operations, system integrations, and data analysis while building a strong foundation in financial reporting, controls, and business support. Job requirements: Responsible for supporting Wealth and Asset Management operations through a combination of financial reporting, systems support, and data analysis. Responsibilities typically include assisting with daily reporting deliverables, account setup and householding, reconciliations, system integrations, and complex and ad-hoc reporting needs. This role ensures accurate, timely, and well controlled reporting for wealth and asset management and other ad hoc requirements and prepares and analyzes data while also resolving data issues and discrepancies for reporting. The role involves creating, maintaining, and enhancing reports, dashboards, and data extracts, data mining and analyzing data to identify trend...