Portfolio Reporting Lead (Addepar/Orion) - Remote
Cerity Partners Management LLC
New York, NY
- Remote job
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-Ljbffr Cerity Partners Management LLC
Vacancy posted 22 hours ago
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