Janney Montgomery Scott LLC

Compensation

Full Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The individual selected for this role is responsible for supporting the firm’s client reporting efforts through quarterly and ad-hoc performance report delivery. What you are good at: Analytical Ability: Able to effectively review information and data to identify issues and opportunities. Initiative: Proactively identify opportunities to enhance operational processes. Client Service: Meeting and exceeding customer expectations by providing timely and attentive responses to client requests. Team-Oriented: Collaborating with team members and other departments across the organization. Responsibilities: Reconcile accounting system positions Evaluate daily and monthly performance numbers to ensure accuracy Respond to service inquiries from Janney Financial Advisors and firm management Input outside custodian statement data into our system Create custom reporting to satisfy client requests Organize and execute department projects Support GIPS composites (global investment performance standards) Generate client performance reports What you have: Bachelor’s Degree or equivalent experience in operations/financial industry FINRA Series 7 license preferred At least two years of performance reporting experience preferred Prior experience with portfolio accounting/performance and reporting software (e.g. Vestmark) preferred Technically proficient in Microsoft Office and knowledge of SQL preferred but not required. Superior time management and organizational skills. Ability to manage multiple tasks, prioritize work and meet tight deadlines Self-motivated with a strong sense of responsibility to the business Team player that works well with others This role will be hybrid, the individual will work approximately three days per week in-office. Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.