Remote Portfolio Reporting Lead (Addepar & Orion)
Cerity Partners
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-LjbffrVacancy posted 10 hours ago
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