Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The individual selected for this role is responsible for supporting the firm’s client reporting efforts through quarterly and ad-hoc performance report delivery.

Responsibilities:

• Reconcile accounting system positions
• Evaluate daily and monthly performance numbers to ensure accuracy
• Respond to service inquiries from Janney Financial Advisors and firm management
• Input outside custodian statement data into our system
• Create custom reporting to satisfy client requests
• Organize and execute department projects
• Support GIPS composites (global investment performance standards)
• Generate client performance reports

What you have:

• Bachelor’s Degree or equivalent experience in operations/financial industry
• FINRA Series 7 license preferred
• At least two years of performance reporting experience preferred
• Prior experience with portfolio accounting/performance and reporting software (e.g.Vestmark) preferred
• Technically proficient in Microsoft Office and knowledge of SQL preferred but not required.
• Superior time management and organizational skills.
• Ability to manage multiple tasks, prioritize work and meet tight deadlines
• Self-motivated with a strong sense of responsibility to the business
• Team player that works well with others

This role will be hybrid, the individual will work approximately three days per week in-office.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.


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