Data Analyst - Client Reporting & Salesforce
The Data Analyst at Confidential Client is responsible for managing client reporting and portfolio data systems, including maintaining data accuracy and generating performance reports. This role also involves Salesforce administration, ensuring data quality, user support, and troubleshooting integrations, while collaborating with internal teams and clients to enhance the client portal experience and support technology evolution within the firm.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Investment Management.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This Confidential Client is hiring a Data Analyst to own client-facing reporting, manage portfolio and performance data, and support day-to-day Salesforce administration. You will work closely with Systems and Client Services teams to maintain reporting accuracy and deliver a high-quality client portal experience.
- Maintain client and account information in portfolio accounting and client reporting systems (current stack includes Advent Portfolio Exchange and Black Diamond).
- Generate institutional and private client performance reports—both scheduled and ad hoc.
- Monitor, investigate, and resolve discrepancies between reporting and accounting systems.
- Own client onboarding, reporting setup, and troubleshooting for internal users and clients.
- Work directly with clients and internal stakeholders to answer questions, resolve issues, and drive client portal adoption.
- Assist with Salesforce administration: user setup & permissions, page layouts, reports and dashboards, record maintenance, and sandbox testing.
- Maintain CRM data quality—de-duplication, bulk data loads, and consistent use of custom objects/fields.
- Monitor and troubleshoot integrations moving data between Salesforce and portfolio/reporting systems.
- Document processes, configurations, and reporting procedures so knowledge is retained within the firm.
- Participate in evaluating and implementing new systems as the technology stack evolves.
What We’re Looking For (Required Qualifications)
- 2+ years of hands-on Salesforce experience (Administrator certification preferred or a commitment to obtain it). Financial Services Cloud experience is a plus.
- Experience in investment or wealth management, especially account/transaction reconciliation and performance measurement.
- Advanced Excel skills and comfort working with large data sets across multiple systems.
- Strong attention to detail and ability to meet daily and month-end deadlines.
- Excellent communication skills — comfortable interfacing directly with clients and internal teams.
- Self-motivated and able to work independently and collaboratively.
- Strong organizational skills, critical thinking, and a strong sense of ownership.
- Ability to work with discretion and uphold client confidentiality.
- Curiosity and eagerness to learn new systems.
- Bachelor’s degree or equivalent experience.
Nice-to-Have / Preferred
- Experience with Advent Portfolio Exchange, Black Diamond, or similar portfolio accounting/reporting platforms.
- Prior experience administering integrations or ETL processes between CRM and portfolio systems.
- Salesforce Administrator certification (or progress toward certification).
Compensation & Benefits
- Approximate salary: $65,000 - $110,000 (range provided by Confidential Client).
- Generous medical, dental, and vision insurance.
- 401(k) and profit-sharing options.
- PTO and professional development opportunities.
- Opportunity to grow into expanded responsibilities as systems and needs evolve.
Work Environment
- Full-time role based in Minneapolis, MN. (Local candidates preferred; relocation or remote-work arrangements will be determined by Confidential Client.)
- Fast-paced, collaborative team focused on delivering high-quality service to institutional and high-net-worth clients.
- Role reports to the Director of Technology and partners closely with Systems and Client Specialist teams.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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