Reporting Analyst

About the role

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.

In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.

We are looking to add a Reporting Analyst to our team in our Seattle office. As a Reporting Analyst, your key focus is on preparing accurate and timely reports for institutional clients by compiling disparate data sources into a cohesive structure. This role requires a high level of precision and thoroughness. Successful candidates will exhibit a willingness to learn new skills and collaborate with team members to achieve client service standards.

Responsibilities

• Coordinate the quarterly reporting cycle, including collecting, requesting, and tracking data from vendor partners and internal stakeholders.
• Prepare book-wide investment performance calculations and ensure data is accurate, complete, and reconciled.
• Develop and distribute quarterly participant education materials and other client-facing reporting.
• Prepare, finalize, and distribute quarterly client reviews, ensuring materials are accurate and delivered on schedule.
• Gather updated performance and balance information and prepare ad-hoc analyses to support client meetings, including fee reviews, plan design analyses, and participant reviews.
• Document client meeting notes, action items, and deliverables and coordinate follow-throughs to ensure timely completion.
• Complete post-meeting client deliverables and ongoing reporting needs while maintaining accurate and organized records.
• Identify opportunities to improve, streamline, and automate recurring reporting processes and reconcile records as needed.
• Support long-term, non-cyclical projects and initiatives that improve reporting, client service, and operational efficiency.
• Research relevant industry trends, regulatory and legislative developments, and other applicable topics to inform client service and prepare for upcoming quarterly reporting cycles.

Qualifications

• Bachelor's degree, required.
• A minimum of 2 years of experience in an analytical capacity. Experience in an RIA/Broker Dealer is preferred.
• Familiarity with Excel, Morningstar Direct, Adobe Acrobat, PowerApps & Dataverse, preferred.
• Experience with a portfolio management system. Tamarac or Orion is strongly preferred.
• Excellent written and interpersonal skills.
• Strong mathematical/quantitative skills.
• A high level of personal initiative and willingness to assist other team members.

Travel

• Minimal travel is required.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to access and navigate each department at the organization's facilities.

Benefits

• Comprehensive Health, Dental, and Vision coverage to support your overall well - being.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week-so you can celebrate you!
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.

Salary: $65,000-$80,000