Cerity Partners is seeking an experienced leader to oversee the portfolio reporting function using Addepar and Orion. You will guide day-to-day operations, coordinate reporting workflows, and ensure timely, accurate client performance reporting for a distributed team.
The role requires 7–10 years in investment services, strong Excel and Salesforce skills, and the ability to manage up and collaborate with management and partners.
#J-18808-LjbffrRemote Portfolio Reporting Lead (Addepar & Orion) in new york at Unknown Company
This position is listed as full time and onsite.