[Hiring] Orion 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 which is used for client performance reporting. This includes:
• New account set-up: including 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 the 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. This includes:
• 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