Senior Performance Reporting Team Leader

CAPTRUST

Performance Reporting Senior Team Leader supervising investment reporting professionals at CAPTRUST. Managing workflows, data transitions, troubleshooting, and reporting projects.

Posted 8/25/2026full-time🇺🇸 United StatesSenior💰 $95,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Performance Reporting, including data verification, project management, and team leadership. Proficient in utilizing financial reporting tools and maintaining high standards of accuracy and efficiency in deliverables.

Highest-signal resume keywords

Performance ReportingPortfolio AccountingInvestment Metrics Portfolio AnalyticsMicrosoft ExcelProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance ReportingPortfolio AccountingData VerificationProject ManagementPerformance AppraisalsWorkflow ManagementData AnalysisCreative Problem SolvingFinancial ConceptsTime Management

Soft Skills

Detail OrientedAnalyticalHighly OrganizedSound JudgmentMentoring

Tools & Technologies

Microsoft Office SuitePower BIInvestment Metrics Portfolio Analytics

Industry Keywords

FinanceInvestmentsAccounting ConceptsClient ServiceData Discrepancies

About the role

Key responsibilities & impact

Supervise, direct, and review the work of performance reporting professionals
Conduct performance appraisals and take disciplinary action as needed, partnering with human resources, management, and team leaders
Monitor and manage workflow to ensure the team meets client obligations and deadlines
Mentor and peer review associate-level analysts on performance calculation and reporting issues
Identify opportunities for individual and team improvement
Enhance the efficiency of team deliverables and operations
Verify data, identify issues, and develop creative, scalable solutions for accurate and consistent data
Transition acquired firm data onto the CAPTRUST reporting platform
Troubleshoot and resolve complex account and data discrepancies
Respond to inquiries from colleagues
Assist with or lead Performance Reporting projects
Partner with client service professionals, financial advisors, operations team members, external vendors, and custodians

Requirements

What you’ll need

Bachelor’s degree in related field or equivalent years of work experience
6+ years of relevant industry experience in Performance Reporting
1–3 years of leadership experience
Portfolio Accounting experience, including understanding of finance, investments, and accounting concepts
Experience utilizing the Investment Metrics Portfolio Analytics and Reporting platform
Proficient in Microsoft Office Suite, especially Microsoft Excel and Power BI
Detail oriented, analytical, and highly organized
Demonstrated ability to respond with sound judgment to situations with no clear precedent
Ability to manage many time-sensitive tasks simultaneously
Ability to keep accurate and detailed records
Strong project management skills

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid life insurance
Company-paid short-term disability
Company-paid long-term disability
Paid time off (PTO) or Paid Sick Leave (PSL)
Fully stocked break room
Fun employee events
Opportunities for personal growth