Analysis & Reporting Lead (Charlotte, NC)

The Analysis & Reporting Lead supports the Wealth and Asset Management business through advanced operational, systems, and reporting leadership. The Analysis & Reporting Lead is ideal for a highly motivated problem solver and emerging leader who is eager to become a subject-matter expert in investment reporting platforms, data workflows, and account lifecycle processes, while also coaching junior associates and leading reporting initiatives across the organization.

The role blends hands-on execution with oversight and guidance, combining reporting delivery, systems integration, data analysis, and process improvement. The individual will play a critical role in ensuring accurate, timely, and well-controlled reporting while supporting Wealth Managers and senior business partners with insights, transparency, and scalable solutions. This position also serves as a point of escalation, mentorship, and quality assurance for junior team members.

Job requirements

Support and lead Wealth and Asset Management operations through a combination of financial reporting, systems expertise, and advanced data analysis, with a strong focus on delivering accurate, timely, and well controlled reporting. The individual will own and drive recurring and adhoc reporting initiatives, including performance and client reporting, while serving as a key point of contact for Wealth Managers and senior business stakeholders. A core component of the role includes coaching and mentoring junior associates by providing guidance on reporting best practices, data validation, system usage, and issue resolution, as well as reviewing work to ensure quality, consistency, and strong control standards.

The ideal candidate will possess strong working knowledge of account lifecycle processes such as account setup, householding, reconciliations, data validations, and system integrations across Wealth and Asset Management platforms. Advanced analytical skills are required to prepare, review, and interpret complex data, identify trends and discrepancies, and resolve data or reporting issues through root cause analysis and sustainable solutions. This role also involves leading the creation, maintenance, and enhancement of reports, dashboards, and data extracts, with an emphasis on scalability, accuracy, and alignment to evolving business and client needs.

Other Key Responsibilities Will Include: 

• Coaching and development of colleagues 
• Monitoring to ensure service levels are met 
• Willingness to embrace continuous improvement within the team  
• Develop procedures and training plans as new initiatives are implemented 
• Monitor daily workflows and make necessary adjustments to staffing 
• Provide exceptional customer service  
• Work directly with other Wealth Ops leaders in support of decision making regarding all operational improvements or required procedure changes 

Required Qualifications

• Completed high school diploma or GED equivalent
• Minimum of 3 years of experience in Wealth Management or Asset Management operations, with demonstrated leadership or senior level responsibility
• Proven experience leading or owning complex reporting deliverables, including performance, client, or operational reporting
• Strong working knowledge of Wealth Management account lifecycle processes, including account setup, householding, reconciliations, data validation, and system integrations
• Advanced analytical skills with the ability to review, interpret, and resolve complex data and reporting issues through root cause analysis
• Demonstrated expertise in Wealth Management operations systems and brokerage platforms –Tamarac and Black Diamond, including troubleshooting and issue resolution
• Experience coaching, mentoring, or reviewing the work of junior associates to ensure quality, consistency, and control standards
• Ability to prioritize and manage multiple concurrent initiatives based on risk, client experience, and business impact
• Strong judgment and ability to collaborate effectively with Wealth Managers, senior business partners, technology, risk, and operations stakeholders
• Proficiency in personal computer applications, including the Microsoft Office Suite
• Demonstrated excellent written and verbal communication skills, with the ability to explain complex data and reporting topics clearly to non-technical audiences
• Demonstrated willingness and flexibility to manage both planned and unplanned work as business needs evolve

Preferred Qualifications

• Completed associate or bachelor’s degree
• Prior experience serving as a formal team lead, subject matter expert, or escalation point within Wealth or Asset Management operations
• Experience designing, enhancing, or scaling reports, dashboards, or data extracts to meet evolving business or client needs
• Exposure to process improvement initiatives, including automation, workflow optimization, or reporting standardization
• Experience developing procedures, documentation, or training materials to support new initiatives or system enhancements
• Demonstrated ability to monitor service levels, adjust daily workflows, or support staffing decisions in a reporting or operations environment
• Experience partnering with senior operations leaders to influence operational improvements or procedural changes
• Strong interest in becoming a systems, data, and reporting platform expert within the Wealth and Asset Management space
• Demonstrated past job stability 

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

This role is not eligible for new employer‑sponsored or current H-1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.