Cerity Partners is seeking a portfolio reporting professional to support the Orion-based performance reporting platform. The role includes onboarding new advisors, data reconciliation, and developing custom reporting templates for senior management and clients.
The position requires 5–7 years in portfolio reporting, strong Excel skills, and experience with Salesforce in a distributed, remote team environment. Competitive compensation and comprehensive benefits are offered.
#J-18808-LjbffrRemote Orion Reporting Analyst: Performance & Data Lead in new york at Unknown Company
This position is listed as full time and able to be worked remotely.