Cerity Partners is seeking a senior professional to lead the portfolio reporting function and oversee client performance reporting. You will guide a distributed team across Addepar and Orion platforms, coordinate workflows, and set up new accounts with custodian links and history conversions.
The role requires 7–10 years in investment services, strong Excel and Salesforce skills, and a proactive, detail-oriented, solutions-focused mindset.
#J-18808-LjbffrPortfolio Reporting Lead (Addepar/Orion) - Remote in new york at Unknown Company
This position is listed as full time and onsite.