Okay, I've searched for full-time Data and Reporting Specialist roles in Houston, TX, requiring 3 years+ experience and skills in portfolio management systems and reporting. I have found 42 positions matching your criteria for you.

Sure. Here's the analysis:

Job Analysis:

The Data and Reporting Specialist II at Corient is fundamentally responsible for ensuring the integrity, accuracy, and smooth operation of the firm's Portfolio Management System (PMS) and related data infrastructure. Rather than simply managing data, this role is a gatekeeper for critical portfolio information that underpins client reporting, billing accuracy, and compliance adherence. The specialist must be highly detail-oriented to identify discrepancies, reconcile complex datasets, and address issues related to performance calculations, corporate actions, and security data. This role requires a strategic mindset as well—collaborating cross-functionally with business units, vendors, and custodians to implement system enhancements and integrations that drive efficiency and scalability. Success in the role means not only maintaining flawless data processes but also proactively improving automation and user experience within the PMS and client portals. Technically, proficiency with portfolio systems, CRM platforms, data reconciliation tools, and reporting/dashboard creation is crucial, along with strong analytic problem-solving capabilities. On the softer skills front, the specialist must serve as a liaison and trainer, demonstrating clear communication and a customer service mindset for internal stakeholders. Challenges include managing detailed operational tasks under tight timelines, troubleshooting complex discrepancies that impact financial metrics, and navigating evolving system releases and regulatory requirements. Performance in this role will likely be measured by data accuracy, uptime and responsiveness of PMS functions, user satisfaction, timely and error-free reporting, and contributions to process improvements within the first year.

Company Analysis:

Corient operates as one of the largest integrated fee-only Registered Investment Advisors (RIAs) in the U.S., positioned distinctly as a fiduciary-driven, client-centric wealth management firm serving high-net-worth and ultra-high-net-worth individuals. This status underscores a culture grounded in trust, integrity, and collaboration rather than competition. The partnership model emphasizes professional collegiality and relentless pursuit of excellence, pointing to a work environment that values both individual responsibility and team synergy. For a Data and Reporting Specialist, this culture implies an expectation for rigorous attention to fiduciary detail and an alignment with a mission that prioritizes clients' long-term well-being. The firm’s emphasis on legacy-building and simplifying client lives suggests that operational roles must support seamless, error-free client interactions and reliable reporting. Organizationally, the specialist is embedded in a cross-functional context, interfacing with wealth advisors, custodians, corporate teams, and external vendors, with moderate visibility to leadership through reporting and system enhancement initiatives. The role strategically supports Corient’s broader goals by safeguarding data integrity and operational excellence—key enablers for scaling personalized wealth management services. Corient’s strong employee focus, including professional development and workplace inclusivity, indicates a supportive environment for growth, which aligns well with the specialist’s need for continuous learning and collaboration. Overall, this job fits within a mature but growth-oriented firm balancing tradition with innovation in financial technology and client service.

Absolutely. Here are some mock interview questions that could come up:

• Behavioral: Tell me about a time when you identified a significant data discrepancy in a financial or portfolio system. How did you approach resolving it?
• Behavioral: Describe an experience where you had to train or support users with varying levels of technical expertise on a complex system. How did you ensure their understanding?
• Behavioral: Give an example of when you contributed to a process improvement initiative related to data or reporting. What was your role and the outcome?
• Behavioral: How have you managed competing priorities when multiple stakeholders requested urgent data reports or system fixes?
• Technical: Explain your experience maintaining portfolio management systems or CRM platforms. What tools or methodologies do you rely on to ensure data integrity?
• Technical: How would you approach troubleshooting a time-weighted return (TWR) discrepancy affected by foreign exchange (FX) rates within PMS data?
• Technical: What steps do you take to reconcile and audit data between internal portfolio systems and custodian records to ensure accuracy?
• Technical: Describe how you have created or maintained dashboards and reports that supported business intelligence needs in a financial services environment.
• Situational: Imagine you receive conflicting data from the custodian records and PMS reports during your monthly reconciliation. How would you handle this situation?
• Situational: If a user complains about difficulties accessing the client portal or uploading documents, what immediate and follow-up actions would you take?
• Situational: A new system integration is planned that could impact existing data workflows. How would you prepare and contribute to a smooth implementation?
• Company Fit/Motivation: What interests you most about working at Corient, particularly within wealth management for ultra-high-net-worth clients?
• Company Fit/Motivation: How do your personal values and work style align with Corient’s fiduciary model and collaborative culture?
• Company Fit/Motivation: Corient emphasizes simplifying clients' lives and establishing lasting legacies. How can your role contribute to these goals?
• Questions to Ask Interviewer: How does Corient measure success and impact for the Data and Reporting Specialist role within the first 6 to 12 months?
• Questions to Ask Interviewer: Can you describe the cross-functional teams and leadership interaction that this role will engage with most frequently?
• Questions to Ask Interviewer: What are current or upcoming technology initiatives impacting PMS or CRM systems that this role would help drive or support?