Are you knowledgeable about performance calculations? As dedicated as it gets when it comes to accuracy, details, logical decision making, and providing indispensable service? Our 14-person Data Integrity team is looking to bring on an investment reporting and performance analyst with these strengths and more.
This opportunity will have you researching and verifying performance returns, working with and educating advisors about reporting functionality, assisting with the collection of advisor feedback, and working with our Development team to test new performance calculations. As a member of Data Integrity, you will act as a lifeline for the Advisor360° performance reporting systems (Client360°®, Practice360°®, and Investor360°®) and reporting.
Our goal is to give our advisors all the reporting tools they need to illustrate how they are helping their clients achieve their investing goals. The work we do is both dynamic and satisfying. Every day offers something new!
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.
About Commonwealth—and Our Anything but Common® Culture
Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.
That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.
Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.
Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.