Reporting Analyst

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.   

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.    

We are looking to add a Reporting Analyst to our team in our Seattle office. As a Reporting Analyst, your key focus is on preparing accurate and timely reports for institutional clients by compiling disparate data sources into a cohesive structure. This role requires a high level of precision and thoroughness. Successful candidates will exhibit a willingness to lear