Analysis & Reporting Specialist (Charlotte, NC)

This entry-level role supports the Wealth and Asset Management business through operational, systems, and reporting functions. The position is ideal for a motivated problem solver who is eager to become a subject-matter expert in investment reporting platforms, data workflows, and account setup processes. The role combines hands-on operations, system integrations, and data analysis while building a strong foundation in financial reporting, controls, and business support.

Job requirements

Responsible for supporting Wealth and Asset Management operations through a combination of financial reporting, systems support, and data analysis. Responsibilities typically include assisting with daily reporting deliverables, account setup and householding, reconciliations, system integrations, and complex and ad-hoc reporting needs. This role ensures accurate, timely, and well controlled reporting for wealth and asset management and other ad hoc requirements and prepares and analyzes data while also resolving data issues and discrepancies for reporting.

The role involves creating, maintaining, and enhancing reports, dashboards, and data extracts, data mining and analyzing data to identify trends and discrepancies, and resolving data and system-related issues. The individual will develop deep expertise in best-of-class industry reporting platforms and become a go-to resource for understanding system functionality, data flows, and reporting capabilities. 

Success in this role requires a strong problem-solving mindset, intellectual curiosity, and an interest in becoming a systems and data expert. The ideal candidate is a solutions seeker and emerging data guru who is comfortable working with large datasets, learning system logic and basic configuration, and partnering with business, technology, risk and operations teams. A forward-thinking approach is encouraged, with opportunities to enhance processes through automation, AI, or other innovative solutions while building foundational knowledge of financial controls, risk management, and the broader business context.

Required Qualifications

Completed High school diploma or GED equivalent

1+ years of experience in operations, reporting, data support, or administrative role, ideally within financial services or a regulated environment or completed bachelor’s college degree

Demonstrated ability to effectively prioritize and manage multiple tasks and concurrent projects

Strong judgment with a proven ability to collaborate effectively across teams and functions

Proficiency in PC applications, including the Microsoft Office Suite

Demonstrated excellent verbal and written communication skills

Willingness and flexibility to support both planned initiatives and ad hoc or time sensitive projects as business needs arise

Preferred Qualifications

Exposure to or understanding of Wealth Management or Financial Services operations

History of consistent employment demonstrating reliability and job stability

Completed associate or bachelor’s degree

​Understanding of Wealth Management Operations is a plus

Demonstrated past job stability

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

This role is not eligible for new employer‑sponsored or current H-1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.