Portfolio Reporting Analyst

Position Summary The Specialist, Platform Reporting supports the day‑to‑day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment. Primary Responsibilities Support day‑to‑day operations of reporting platforms and tools. Configure and maintain standard reports and dashboards within established platforms. Monitor report outputs and data quality; investigate issues and escape as needed. Support testing and validation of new reports, enhancements, and data changes. Maintain documentation for reports, data definitions, and reporting processes. Coordinate with platform managers, analysts, and data teams on assigned work. Support onboarding and training efforts related to reporting tools and outputs. Respond to and resolve routine user inquiries related to reporting. Qualifications Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience. 1–3 years of experience in reporting, operations, data, or technology support roles. Experience working with structured data and reporting tools. Strong attention to detail and commitment to data quality. Ability to work independently within defined processes. Basic familiarity with financial or investment reporting concepts preferred. Experience with reporting platforms such as Orion or Addepar preferred. Experience in financial services or wealth management a plus. This is an exempt position. The annualized base pay range for this role is expected to be between $60,000 and $90,000 Base Salary. Actual base pay could vary based on factors such as experience, subject matter expertise, geographic location, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life, and 401(k). About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn. EEO and State‑Specific Language The following language is for U.S.‑based roles only. California Applicants Information on your California privacy rights can be found here. Indiana Applicants It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. Maryland Applicants I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. Massachusetts Applicants It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. Montana Applicants If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39‑2‑901. Rhode Island Applicants Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. #J-18808-Ljbffr Focus Financial Partners