Investment Data Performance Analyst
Advisor360
About this role
An Investment Data Performance Analyst at Advisor360° focuses on ensuring accurate and reliable investment data for advisors and clients. The role involves managing quarterly performance reports, utilizing AI and automation tools, and collaborating with teams to enhance reporting processes.
Skills
Qualifications
About Advisor360
advisor360.comAdvisor360° provides connected digital wealth management software designed for financial advisors and wealth management firms. Its platform delivers tailored solutions that centralize client and account data, automate workflows, and streamline advisor operations to save time and increase efficiency. Advisor360° emphasizes integrated digital client experiences, reporting, and portfolio- and relationship-management tools to help advisors scale and modernize their practices. The product targets advisory firms looking to improve operational efficiency and client engagement across the client lifecycle.
About Advisor360
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Advisor360.
Salary
$63k – $72k
per year