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Serac Capital Partners

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VP, Reporting - Wealth Management
Responsibilities -Financial Reporting and??Data Aggregation?? Analyze and explain portfolio performance results Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects Analysis of private equity & hedge fund statements for input into system Work with clients and partners to resolve data issue -Develop and strengthen client relationships Client on-boarding Client account setup and??training Day-to-day support and??issue management -Software maintenance and??setup - serve as a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: System


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