Addepar Portfolio Ops Analyst - Reporting & Insights
$79.2k - $88kBrown Advisory
Brown Advisory in Boston seeks a dynamic Operations team member to support complex client reporting through the Addepar portfolio accounting system. This role involves owning operational processes, generating reports, and collaborating with client teams. Candidates must have a Bachelor’s degree, analytical skills, and experience with Addepar. Competitive salary range in Massachusetts is $79.2–$88k. Benefits include medical, dental, and fitness reimbursements. #J-18808-Ljbffr Brown Advisory
$78k - $102.5k
...Analyst / Senior Analyst BioMed Realty, a Blackstone portfolio company, is the largest private provider of real estate solutions... ...into actionable analysis and reporting that supports executive... ...data, reporting, and business insight. The role includes ownership of...SuggestedTemporary workFlexible hoursShift work- Proclinical Group is seeking a Sr Financial Analyst to shape strategic decisions in... ...will develop financial models and deliver insights to support informed decision-making. Strong... ...financial analysis and executive-level reporting are essential for success in this dynamic...Suggested
- Sr Financial Analyst - Contract / Permanent - Location Shape strategic... ...Sr Financial Analyst driving insights and financial excellence.... ...financial planning, analysis, and reporting to support strategic decision... ...analyses and insights for portfolio planning. Collaborate with...SuggestedPermanent employmentContract work
$65k - $72k
Insight Investment Group in Boston seeks an Operations Analyst to support trading services for money managers and internal teams. Responsibilities include resolving trade processing issues, developing pricing reports, and collaborating with various departments to ensure...Suggested- ...institution in Massachusetts is seeking an Investment Operations Analyst to support daily operations of the Investment Office. This... ...reconciliation, data management across platforms, and preparing financial reports. Candidates should have a bachelor's degree with 2-4 years of...SuggestedWork at office
- An IT staffing firm is seeking a data analyst to extract and analyze trademark and user data for key stakeholders. This role requires... ...analytical thinking are crucial for delivering actionable insights and reports. Candidates should be eager to investigate situations based...
- ADUSA Distribution in Quincy, MA is seeking an Analyst III for Reporting and Analysis. In this role, you will utilize your analytical skills to turn complex data into actionable insights, influencing strategic decision-making within our Distribution and Transportation network...
- Vista-Higher-Learning- in Boston seeks a Financial Analyst to provide insights into budgets and financial risks. Responsibilities include developing financial models, budgets, and reports while collaborating closely with stakeholders. The ideal candidate has a bachelor...
- ...Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and... ...forecasting processes with data, reporting templates, and analytical insights. Provide ad hoc financial analysis to support strategic and...Work experience placementWork at office2 days per week1 day per week
$65k - $80k
...Opportunity The Revenue Operations Analyst plays a critical role in driving... ...role goes beyond traditional reporting by leveraging automation, AI-driven insights, and intelligent systems to improve... ...partner in evolving Flywire’s Sales Ops and Rev Ops tech stack toward a...Full timeLocal areaImmediate start$140k - $150k
...LLC is seeking an experienced Senior Portfolio Analyst with a technology focus on the Performance... ...portfolios track their benchmarks. Reporting to the Director, Portfolio Analytics,... ...solutions to deliver prescriptive insights, predictive root-cause analysis, translating...Work at officeRemote workMonday to Friday$100k - $130k
...Systematic Fixed Income Portfolio Analyst Our client, a leading quantitative investment firm... ...anomalies, and actionable investment insights. Assist in the implementation and refinement... ...to improve workflow automation and reporting capabilities. Evaluate portfolio...- ...Pharma Group is seeking a Senior Financial Analyst (Contractor) in Cambridge, MA to support enterprise initiatives by delivering insights and accelerating decision making through... .... Responsibilities include financial reporting, collaborating with teams, and continuous...For contractors
- A financial services firm in Boston is seeking an R&A operations finance candidate to join their team. In this role, you will ensure production and control standards are upheld, manage daily workflows, and communicate with internal clients. The ideal candidate holds a Bachelor...
- ...over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires... ...with Advent (strong plus), Addepar, Redtail, RBC, and MoneyGuidePro...Work at office
$97k - $130k
...Company Description USA - Commercial Performance & Insights Analyst The Commercial Performance & Insights Analyst role will be responsible... ...view of Primark USA's financial and commercial performance. Reporting into the US Head of FP&A and working closely with colleagues...Work at officeLocal areaImmediate startWork from home2 days per week$71k - $125k
...Portfolio Manager Analyst Location: 225 Franklin Street, Boston Massachusetts The Portfolio Manager... ...portfolio reviews, and asset quality reports on a timely basis. Monitors assigned... ...informed decisions by balancing data insights, stakeholder input, and business...Work experience placementInterim roleBank staffFlexible hoursNight shift$90k - $130k
...Fixed Income Portfolio & Data Analyst The Fixed Income Portfolio & Data Analyst supports the firm... ...analysis, and risk controls reporting. As a member of the Enterprise Data &... ...income investment teams, delivering insights and addressing ad hoc requests Support...Work at officeLocal areaRemote work1 day per week- Conga is seeking a Corporate FP&A Senior Analyst in Houston to join its Finance team. You will be responsible for financial planning, reporting, and analysis, offering insights to the executive leadership and Board of Directors. This role requires a proactive individual...Flexible hours
- Acadian Asset Management LLC, located in Boston, is seeking a team member for their Portfolio Control team, focusing on fund operations oversight and portfolio accounting. This role supports a hybrid work model, with in-office presence required 3 days a week. The ideal...Summer work3 days per week
$140k - $175k
...management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing... ...processing portfolio transactions, and assisting with portfolio reporting. Candidates should have 5+ years of experience in wealth management...- Summary: Our award-winning client is seeking a Financial Reporting Specialist to join their team. Do you thrive in a fast-paced environment... ...the Bank's FDICIA/SOX internal control program. Provide insightful ad-hoc reports and analysis to meet management needs....
- Latham & Watkins LLP is seeking an OGC Analyst in Boston to prepare and analyze conflicts reports related to incoming attorneys and new client business. This role includes researching potential conflicts and maintaining confidentiality. The ideal candidate will have a...
$72.7k - $116.6k
...organization in Boston is seeking a Data Specialist to collect, validate, analyze, and organize data into meaningful computerized reports. The ideal candidate will have 5-10 years of experience, strong problem-solving skills, and proficiency with reporting tools. This...$63.7k - $82.8k
Cambridge Associates LLC, located in Boston, Massachusetts, is seeking a Client Reporting Analyst to manage monthly and quarterly performance reports across various asset classes. This role involves coordination with internal and offshore teams to ensure data integrity...$18.1 - $31 per hour
...towards enhancing your career. This paid Co‐op experience is an opportunity to help... ...during their session: Develop tools and reporting resources to improve efficiency in data sharing... ...to translate data into actionable insights. Strong communication skills and ability...Full timeWork at officeLocal area3 days per week$94.18k - $122.44k
...MassHousing by visiting Position Summary The Senior Financial Reporting Specialist supports the Agency’s financial planning and... ...quarterly budget-to actual communications, and provide actionable insights that inform strategic decision-making. This position reports to...Temporary workWork at officeShift work$30 - $40 per hour
...are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in... ...deliver attribution and performance commentary tailored to client portfolios and guidelines. Work collaboratively with Product Reporting...Contract workWork at officeImmediate startRemote work1 day per week- ...professional to support our growing Americas unit. You will leverage your SQL and Python skills to diagnose technical issues, improve reporting, and enhance operational processes. With a focus on collaboration and learning, you will work alongside a dedicated team aiming to...Remote work
$35k - $75k
...More about the role: The Business Insights, Data & Intelligence (BIDI) team sits... ...a group of entry-level Associate Analysts to join our best-in-class Business... ...social listening, media monitoring, and reporting initiatives across a portfolio of global brands. Track cultural...InternshipWork at officeRelocationRelocation package
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