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Job Listings
Position: Performance Reporting Analyst -
Janney Montgomery Scott - Philadelphia, PA
Company Summary:
Established in 1832, Janney Montgomery Scott LLC provides comprehensive
financial advice and superior service to individual, corporate
and institutional investors.
A full-service, financial services firm, Janney is committed
to providing our individual clients advice through a wealth management
approach by focusing on the delivery of strategic financial plans
that utilize a variety of financial products and services best
suited to help meet their financial goals.
Janney is equally committed to providing our corporate and institutional
clients objective advice for the successful execution of their
unique business plans. Janney provides advice and service to clients
through a network of professionals in branch offices located along
the entire east coast. Janney is an independently operated subsidiary
of The Penn Mutual Life Insurance Company, the seventh largest
mutual insurance company in the nation based on capital, and is
a member of the New York Stock Exchange, Financial Industry Regulatory
Authority and the Securities Investor Protection Corporation.
Position Summary:
The individual selected for this role is responsible for supporting
the firm's client reporting efforts through quarterly and ad-hoc
performance report delivery.
Essential Duties and Responsibilities:
- Reconcile accounting system positions.
- Evaluate monthly performance numbers to ensure accuracy.
- Respond to service inquires from Janney Financial Consultants
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.
- Generate client performance reports.
Qualifications and Competencies:
Required years of experience
- 2-10 years of performance reporting experience.
- Prior experience with portfolio accounting/performance software
(APL / Portia / INDATA) is preferred.
Required education
- Bachelors Degree or equivalent experience in operations/financial
industry.
Required skills/competencies
- Superior time management and organization. Ability to manage
multiple tasks, prioritizes, and meets tight deadlines.
- Technically proficient in Microsoft ACCESS.
Required certifications/registrations
JANNEY WEBSITE APPLICATION PROCESS
Candidates interested in this position should submit their resume
and cover letter to the Janney Recruitment Team at
resumes@Janney.com.
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