Client Data Jobs

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Today

Data Analyst - Client Reporting & Salesforce

Punch & Associates Investment Management, Inc. Minneapolis, MN

Minneapolis, MN

Today

$65k - $110k/yr Full time Analyst Client Data

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Job Description

Full-time Data Analyst role supporting client reporting, the client portal, and Salesforce administration in a hybrid setup in Minneapolis.

Responsibilities

Maintain client and account information in the firm’s portfolio accounting and client reporting systems (Advent Portfolio Exchange and Black Diamond).
Produce institutional and private client performance reports on both a systematic schedule and an ad hoc basis.
Monitor and resolve performance and data discrepancies between portfolio accounting and reporting systems.
Own the client-facing reporting experience, including client onboarding, ongoing maintenance, and troubleshooting for clients and internal users.
Collaborate with clients and internal teams to identify issues, answer questions, and drive adoption of the client portal.
Support day-to-day Salesforce administration, including user setup and permissions, page layouts, reports and dashboards, and record maintenance.
Maintain CRM data quality through record hygiene, de-duplication, bulk data loads, and consistent use of custom objects and fields.
Receive, triage, and resolve user requests, escalating larger Salesforce build work to the Director of Technology.
Test new functionality in a sandbox prior to release and support user training and adoption.
Monitor integrations transferring data between Salesforce and the firm’s portfolio and reporting systems; troubleshoot data-flow problems.
Assist with administration of other firm software as needed.
Document processes, configurations, and reporting procedures so operational knowledge is retained across the firm.
Participate in evaluating, selecting, and implementing new systems as the technology stack evolves.
Perform other Systems duties as needed.

Requirements

2+ years of hands-on Salesforce experience.
Administrator certification preferred, or a commitment to earning it.
Financial Services Cloud experience is a plus.
Experience in investment or wealth management, especially account/transaction reconciliation and performance measurement, strongly preferred.
Advanced Excel skills with comfort working with large data sets across multiple systems.
Strong attention to detail.
Ability to work in a fast-paced environment with close daily and monthly deadlines.
Self-motivated, able to work independently and collaboratively.
Excellent communication skills with internal teams and directly with clients.
Strong organizational and time-management skills, critical thinking, and a sense of ownership.
Ability to work with discretion and uphold confidentiality.
Curiosity and desire to learn new systems, including the drive to figure out how things work.
Bachelor’s degree or equivalent experience.

Technologies

Salesforce
Advent Portfolio Exchange
Black Diamond
Financial Services Cloud
Excel

Benefits

Generous medical, dental, and vision insurance plan
401k and Profit Share
PTO
401(k)
401(k) matching
Dental insurance
Health insurance
Paid holidays
Paid sick time
Paid time off
Parental leave
Vision insurance
Opportunity to grow in the position and take on new responsibilities

Work Location

Hybrid remote in Minneapolis, MN 55435

Pay

$65,000 - $110,000 per year

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