Black Diamond Performance Reporting a business unit of Advent Software
- Subject matter expert on custodian data delivery and platform automated processes.
- Investigate and preform data analysis on client data/platform problems.
- Perform daily reconciliation and trend analysis of daily custodial data.
- Providing support of data and client relationships with AUMs ranging from 5 million - 3 Billion.
- Project leader on multiple projects while escalating issues as needed.
- Conduct quarterly and daily audits to ensure and provide accurate and consistent data on the Black Diamond wealth management platform.
- A part of an on call rotation with responsibilities to resolve any issues with daily file and account reconciliation.
- Communicate and coordinate with internal product and development groups to provide industry leading service to clients.
- Assist with system and product development enhancements.