Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
The Performance Conversion Associate will play a key role in supporting Choreo's Platform Management performance team, specifically focusing on performance data conversions from various portfolio accounting systems to Black Diamond, Choreo’s primary portfolio accounting system. This individual will assist with data migration, quality assurance, and troubleshooting, ensuring a seamless integration and accurate performance reporting.
Primary Responsibilities:
- Data Conversion and Migration: 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).
- Quality Assurance and Testing: Verify and validate data accuracy throughout the conversion process, running performance reports, troubleshooting discrepancies, and ensuring data integrity.
- Collaboration: Work closely with internal teams, including the technology, operations, and advisory teams, to align on project timelines, deliverables, and best practices for performance conversions.
- Documentation and Reporting: Maintain detailed records of conversion processes, methodologies, and any customizations, providing documentation and regular updates on conversion progress to stakeholders.
- Troubleshooting: Identify and resolve data-related issues that may arise during conversion, applying technical problem-solving skills and liaising with vendor support as needed.
- Continuous Improvement: Contribute to refining conversion processes and recommend enhancements for efficiency and data accuracy.
Qualifications:
- 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.
- Proficiency with Microsoft Excel and familiarity with data integration tools or ETL processes is a plus.
Expected annual salary ranges from $70,000 to $75,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Top Skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
