Director, Head of Client Reporting jobs in United States
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Lido Advisors · 6 hours ago

Director, Head of Client Reporting

positionCalifornia, United States
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$165K/yr - $225K/yr
date7+ years exp

Lido Advisors is an established and expanding wealth management firm seeking a seasoned professional for the role of Head of Client Reporting. The successful candidate will oversee performance management activities firm-wide, manage a performance team, and ensure high-quality reporting and issue resolution in a fast-paced environment.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Manage and lead the performance team, ensuring the reconciliation of valuation and transaction data from external custodians and third parties across a diverse range of financial products, including equity, fixed income, derivatives, and private investments
Investigate, research, and resolve performance management discrepancies by collaborating with relevant resources across product and functional teams
Oversee the generation and delivery of reports and analyses, maintaining a commitment to providing exceptional client and advisor experience
Respond to escalated technical inquiries concerning client accounts and strategy performance statistics
Develop and implement frameworks and processes to ensure accuracy and integrity of performance-related data, covering valuation/transaction data, offline reporting, account profile data, security attributes, classifications, and indexes
Identify process breakdowns and propose solutions to drive simplification and effectiveness within the functional team, contributing to the continuous improvement of the operational processes
Collaborate with performance vendors, ensuring effective partnerships and maximizing the value of external relationships

Qualification

Performance measurement softwarePerformance managementAnalytical skillsMBACPACFAInvestment reportingData integrityProcess improvementAdvanced MS OfficeTeam leadershipCommunication skillsProblem-solving skillsAdaptability

Required

Bachelor's degree in Business, Finance, Accounting, Economics, or similar quantitative field
Minimum of 7 years' experience in performance calculation, investment reporting, portfolio analytics, or similar role
Experience with performance measurement software such as Addepar, Tamarac, Black Diamond, Orion or similar
Strong analytical and problem-solving skills, with a demonstrated ability to proactively address issues
Knowledge of traditional and alternative investment vehicles
Excellent communication skills, with the ability to explain complex performance concepts
Demonstrated ability to focus on and take ownership for results (i.e. deadlines, goal-setting and process improvement)
Ability to adapt to a rapidly changing and fast paced business environment
Advanced MS Office user (Excel, Word, Access, PowerPoint)

Preferred

Achievement of MBA, CPA or CFA Charter preferred

Company

Lido Advisors

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Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
dateFounded in 1999
location
Los Angeles, CA, US
people-size201-500 employees
web-link
https://www.lidoadvisors.com/

H1B Sponsorship

Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Vivek Dhayagude
Chief Technology Officer
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Stacy Beattie
Chief Operating Officer
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Company data provided by crunchbase