At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 

Join us, and be part of a company that's not only moving fast—but making it count. 

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

The Performance and Reporting team is a critical function within the Investment Data Operations (IDO) department, responsible for delivering accurate, timely, and high-quality investment performance data to financial advisors and their clients. This data underpins strategic decision-making, portfolio monitoring, and client reporting. The team’s primary responsibilities include the preparation, validation, and distribution of performance-related reports, including quarterly investment statements.

The Investment Data Reporting Analyst II plays a key role in managing the end-to-end quarterly statement process, supporting reporting infrastructure, coordinating with internal and external stakeholders, and maintaining the integrity of financial data across multiple reporting channels.

 Here’s What You’ll Do:   

• Lead the full lifecycle of the quarterly investment statement process, including pre-quarter setup, production oversight, post-quarter adjustments, and ad hoc reporting.
• Collaborate with internal development teams and third-party vendors to ensure timely and accurate statement generation and delivery.
• Respond to advisor inquiries and provide subject matter expertise on quarterly statements, investment data, and related reports (e.g., asset allocation, holdings, performance, fixed income).
• Partner with project managers and analysts to gather and document business requirements for new reporting initiatives; clearly articulate investment-related calculations and business logic.
• Ensure the accuracy and reliability of daily reports; work closely with development teams to resolve data anomalies and implement report enhancements.
• Coordinate and execute testing of bug fixes and feature enhancements related to reporting tools and investment statements.
• Collaborate with technical writing resources to develop comprehensive documentation and training materials.
• Act as a liaison with third-party print and fulfillment vendors to confirm successful processing and delivery of statements.
• Engage in ongoing training and professional development to stay current on industry trends, tools, and best practices.

What You Bring to the Table:  

• Bachelor’s degree in Finance, Economics, Business, Information Systems, or a related discipline.
• 2–4 years of experience in the financial services industry, with an emphasis on investment reporting, data operations, or performance analytics.
• Solid understanding of investment reporting principles, performance calculations, and portfolio accounting concepts.
• Proficiency in Microsoft Excel and/or Google Sheets; familiarity with SQL and portfolio accounting platforms preferred.
• Experience with collaboration and workflow tools such as Jira, Confluence, and/or ServiceNow is highly desirable.
• Exceptional organizational skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong analytical and problem-solving abilities, with a keen attention to detail and a commitment to data accuracy.
• Clear and confident communication skills; capable of working effectively with both technical and non-technical stakeholders.
• Demonstrated accountability, sound judgment, adaptability, and a commitment to continuous improvement.

This role offers a unique opportunity to contribute to a high-impact team that supports core advisor services through precision, collaboration, and data-driven decision-making. If you thrive in a dynamic environment and are passionate about operational excellence in investment reporting, we encourage you to apply. 

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.    

The estimated base salary range for this position is $66,500-76,000.  

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. 

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. 

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. 

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.