Data Analyst - Client Reporting & Salesforce

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