NewEdge Capital Group · 3 months ago
Analyst, Reporting Experience
Pittsburgh, PA
Full-time
Onsite
Entry Level
2+ years expNewEdge Capital Group LLC is a firm focused on enhancing reporting infrastructure, and they are seeking a Reporting Experience Analyst to support their reporting processes. This role involves managing report packages, overseeing performance report production, and providing consultative support for new implementations while ensuring data integrity across various reporting outputs.
AdviceFinanceWealth Management
Responsibilities
Portfolio Performance Software Queries & Reports
CRM Reports
Custodian Reports, Statements
Report Packages
Management of Quarterly Performance Report Batches
Reports & Sub-Reports Library Management
Custom Report Settings
Consultative support for implementation
Scope potential opportunities to add to/enhance existing report library within the confines of reporting best practices for the firm
Support reporting data & responding to inquiries regarding report output
Produce supportive materials and documentation for Learning Hub & internal resources
Qualification
Required
2 years of industry experience; investment reporting experience a plus
Strong proficiency with reporting systems and Excel
Ability to collaborate in a cross-functional environment
Ability to manage large datasets, validate accuracy, and ensure data integrity
Analytical, highly organized, and adaptable to evolving systems and reporting needs
Preferred
Bachelor's degree in Finance, Business, Economics, Information Systems, or related field preferred; not required
Experience working with Orion Advisor Technology: Orion Connect (Reporting), Salesforce (CRM), and custodial platforms a plus
Company
NewEdge Capital Group
NewEdge Capital Group is a financial and wealth management company.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Jesse
Chief Executive Officer
Recent News
2025-12-09
2025-08-23
2025-08-22
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