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Wealth Management Performance Reporting Associate
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Full-time
- Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.
- We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.
- Analysis of private equity & hedge fund statements for input into system
- Experience with RIA/Wealth Management Policies, Procedures and Client Service
- Experience working with a wirehouse or custodians such as Pershing, Schwab, or Fidelity
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