Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

Vice President, Client Reporting
Portsmouth, New Hampshire

We are looking for an exceptional Vice President, Client Reporting to provide leadership and oversight for our client reporting service offering to ensure the highest level of accuracy, timeliness, and consistency. This individual should be an experienced leader who understands and will provide exceptional service for each of our client’s unique reporting needs as well as recognize our need for improved processes so that we can scale as we continue to grow. This role will report directly to the Head of Operations.

About the Role

The Vice President, Client Reporting role is for an experienced, engaging, and strategic leader responsible for the firm’s Client Data and Reporting. This individual will:

Drive the strategic direction of the client reporting function using strong technical and leadership skills; ensure we are utilizing the best methodologies for financial reporting including investment performance, cash flows, net worth, and risk metrics
Manage the client reporting team and related outsourced vendors and foster a positive and effective team environment
Oversee the reconciliation and data integrity across multiple platforms
Partner with Technology and internal business partners to define and enhance automated solutions
Assist in regulatory reporting requirements and audit queries
Continuously assess our existing processes, reporting systems and infrastructure and implement solutions to create more automated and streamlined processes
Own report production, design, and quality control for performance reporting across all clients and maintain a suite of standard reports
Oversee and maintain third party external reporting (Consolidated Reporting) across a variety of asset types in support of whole balance sheet/net worth reporting
Guide the organization on best practices for client reporting related policies and methodologies, procedures, and workflows
Oversee the team’s task management/workflow system to ensure efficiency and risk reduction across the firm

About You

BS in Accounting, Finance, Business, Mathematics, or equivalent work experience.
10+ years direct experience working in a portfolio accounting/performance system, preferably in Wealth Management (Addepar preferred)
Experience building out and leading teams
Expertise in end-to-end client reporting, including implementations, operations, training, methodology, and process improvement
Strong technical understanding of investment markets, securities, security data, and investment systems
Experience working with both traditional and private assets and knowledge of private equity valuations and capital transaction booking
Ability to analyze complex problems, with strong attention to detail and provide effective solutions
Strong skillset in Microsoft Excel and working with and analyzing large data sets
Passion for taking on challenges and finding creative and efficient solutions
Ability to communicate effectively and collaborate with a broad range of stakeholders
Discreet in handling sensitive and confidential information

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).

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Vice President, Client Reporting - NH

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