[Hiring] Orion & Addepar Reporting Analyst @Cerity Partners

Role Description

As a member of the operations team, your responsibilities would include the following activities:

• Support of the Orion system used for client performance reporting, including:
• New account set-up: coding, linking to custodians, and ensuring proper reporting of all investments.
• Daily update/reconciliation.
• Monitor reporting and integration of alternative assets.
• Monthly performance updates.
• Proactively monitor dashboards to ensure system integrity and data accuracy.
• Develop custom templates and summary reports as needed.
• Serve as a point of contact for all operations issues for advisor teams, custodians, and third-party solution providers.
• Maintain a working understanding of metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.
• Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
• Support the integration of new advisors onto the Orion system, including:
• Establish the clients/accounts.
• Link to custodians.
• Conversion of history (transactions, balances, and performance).
• Reconciliation of history conversion.
• Population of custom attributes.
• In conjunction with users, create and test client packages.
• Ensure the existence of adequate internal controls and compliance with regulatory requirements.
• Assist with improvement projects, ad-hoc projects, and complete assigned research projects.
• Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies.

Qualifications

• Bachelor’s degree required; in Business or financial services preferred.
• Experience using Salesforce.
• 5 - 7 years' experience in portfolio reporting and performance management software; Orion.
• Experience supporting client portfolio reporting, investment data management, or portfolio oversight within a wealth management or financial services environment.
• Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.
• Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.
• An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
• Team player who welcomes feedback with the goal of continuous improvement.
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
• Demonstrated ability to apply AI or advanced analytics tools to optimize reporting workflows and enhance decision-making.
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
• Proficiency in technology/applications a must – experience with Excel required.

Requirements

• Compensation Range: $90,000-$110,000.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental Leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.