Performance Conversion Associate

Summary

Join Choreo, a wealth management firm, as a Performance Conversion Associate and play a key role in supporting the Platform Management performance team. You will focus on converting performance data from various portfolio accounting systems to Black Diamond. This involves data migration, quality assurance, troubleshooting, and ensuring seamless integration and accurate reporting. You will collaborate with internal teams, maintain detailed records, and contribute to process improvements. The position requires a Bachelor's degree in a related field and experience with portfolio accounting systems. A competitive salary, bonus plan, and comprehensive benefits package are offered.

Requirements

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field
• Experience with portfolio accounting systems; familiarity with Black Diamond is highly desirable
• Strong analytical and problem-solving skills, with attention to detail and a focus on data accuracy
• Ability to work effectively in cross-functional teams, including compliance and advisory staff
• Strong communication skills, with the ability to document processes and communicate technical information clearly

Responsibilities

• Facilitate the end-to-end conversion of performance data from multiple portfolio accounting systems into Black Diamond. This includes data extraction, transformation, and loading (ETL)
• Verify and validate data accuracy throughout the conversion process, running performance reports, troubleshooting discrepancies, and ensuring data integrity
• Work closely with internal teams, including the technology, operations, and advisory teams, to align on project timelines, deliverables, and best practices for performance conversions
• Maintain detailed records of conversion processes, methodologies, and any customizations, providing documentation and regular updates on conversion progress to stakeholders
• Identify and resolve data-related issues that may arise during conversion, applying technical problem-solving skills and liaising with vendor support as needed
• Contribute to refining conversion processes and recommend enhancements for efficiency and data accuracy

Preferred Qualifications

Proficiency with Microsoft Excel and familiarity with data integration tools or ETL processes is a plus

Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave