NewEdge Capital Group ยท 2 months ago
Investment Performance Reporting Analyst
Pittsburgh, PA
Full-time
Onsite
Entry Level
1+ years expNewEdge Capital Group LLC is a firm focused on investment performance reporting. The Investment Performance Reporting Analyst role is responsible for supporting the reporting infrastructure, maintaining data integrity, and delivering accurate reporting solutions to various teams and clients.
AdviceFinanceWealth Management
Responsibilities
Support Custodian Data Feeds
Support Advisor Team Requests
Monitor Reporting System
Audit the Quality of Custodial Data
Assist the Trading Team with Intraday Requests
System User and Account Setup
Set Up and Maintain Daily Data Source
Alternative Investment Data Set Up and Input
Periodic Traditional Investment Research, Classification and Maintenance
Monthly Audit of Stale Feeds and Account Information
Qualification
Required
Basic understanding of investment securities and terminology
Excellent analytical skills with a strong attention to detail
Excellent written, verbal, active listening and interpersonal skills
High level of proficiency with Microsoft Excel
Technology oriented with the ability to quickly learn new software systems
Bachelor's degree required
Preferred
Experience using one or more of these systems (Orion, Bloomberg, Morningstar)
Major in Accounting, Finance, Business or Math is preferred
One to two years of financial services experience preferred
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
Company data provided by crunchbase