Institutional Performance Report (IPR)

  • Location
    Jacksonville, Florida
  • Job type
  • Category
    Accounting & Finance - Financial Analyst

Adecco is currently assisting a local client in their search for an Institutional Performance Report (IPR) / Financial Analyst in Jacksonville, FL 32246 ! Apply now if you meet the qualifications listed below!

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***Applicants must be currently authorized to work in the United States on a full-time basis. This employer will not sponsor applicants with the following work visas:
H1B, H2B, H4, E3, TN1*** Adecco direct W2 only

Job Title: IPR Financial Analyst 1
Location: Jacksonville FL 32246
Start Date: 06/18/2018
Duration: 12/18/2018
Hours: Mon – Fri 9:00 am to 5:00 pm
Pay Rate: $18.82 per hour / Adecco W2

The Institutional Performance Report (IPR) is a performance measurement tool used by the field to perform the ‘client review’ process. This supporting document is produced in two phases; data gathering and report production. Both of these functions are facilitated by outside vendors. This Analyst will support the domestic branch network with inquiries related to these performance reports. This role is a liaison between the Financial Advisor (FA) and the vendors regarding any inquiry. Inquiries will be received by phone and e-mail. Primary responsibilities include the resolution of inquiries, quality assurance, support for the production of reports, and partnering with FA's for all of their reporting needs.

Performance processes will be monitored and verified as appropriate with prompt resolution for all exception items. Frequent contact with branch office personnel required to research and to resolve performance data issues will exist. Specific responsibilities will include analyzing portfolio performance, quality checking the work performed by outside vendors, support and partnership with the FA community, and facilitating adjustments to the performance measurement system as needed. Additional responsibilities will include the testing of all systems enhancements and new development.

Required Skills:
This individual must have excellent interpersonal skills and be able to work independently. Candidate will be expected to provide exceptional service to the branch offices, utilize strong analytical skills to resolve performance issues and develop a strong understanding of the fundamentals of performance. Additionally, this position requires strong statistical and mathematical abilities and PC skills. The ideal candidate will have a Bachelor's degree in Finance, Math or Statistics. Prior experience providing customer service is beneficial. Knowledge of Microsoft Word, Excel and Access a plus.

Desired Skills:
• Performance reporting knowledge
• Finance, Math and/or statistics background
• Strong customer service
• Detailed and analytical
• Strong team player
• Good communicator
• Organized with the ability to multi-task

How to Apply: Click on “Apply Now” to be considered for this position or any other opportunities with Adecco.

IMPORTANT: This position is being recruited for by Adecco’s National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the “apply now” button to submit your resume. If you have questions about the position, you may contact the recruiter recruiting for this position listed above. For other opportunities, available at Adecco go to

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The Adecco Group is a global leader in HR services. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your professional career. Contact us today to discuss available contract and direct hire positions. Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans and Service/Anniversary Bonus opportunities.

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Reference number US_EN_2_022862_403883