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
$130k - $180k
...(CP) is embarking on a multi-year reporting & data transformative journey to capitalize... ...asset to support better client insights, ensure top-quality data is... ...Data, Performance, Reporting; the Addepar Product Owner & Reporting Analyst will be the lead and subject matter...SuggestedTemporary workWork at officeLocal area3 days per week$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- ...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...Suggested
- ...detail-oriented professional for the role involving performance reporting and investment analytics. The position offers competitive... ...investment operations. Strong Excel skills and experience with Addepar are preferred. #J-18808-Ljbffr Family Office Management Services...SuggestedWork at office
- ...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...SuggestedWork experience placementWork at office2 days per week1 day per week
- ...Job Title: Budget & Financial Planning Analyst (Hybrid) Location: Hybrid (Onsite Wednesdays... ..., budgeting support, forecasting, and reporting. This role partners with various... ...develop forecasting models, and provide insights that support strategic financial decision...Temporary workWork at officeRemote workMonday to FridayWeekday work
- ...Responsibilities Kforce has a client that is seeking a Financial Reporting Analyst in Boston, MA.Overview:We are seeking a Senior Budget and... ...models, analyze budget trends, and provide actionable insights to support strategic decision-making.Key Responsibilities:...Hourly payContract workTemporary workWork 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...
- 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...
$75.04k - $112.56k
...business modeling, non-standard management reporting, and impacts of changing accounting... ...to real estate, it is critical that the Analyst work with Retail, Legal, VMD and Vendors... ...based on knowledge and expertise providing insight and advice for senior management and...Work at officeRemote workFlexible hours- 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...
- Nike is seeking a Senior Financial Analyst to join the Global Finance team based in Boston, Massachusetts. The role involves delivering financial insights and reports, supporting the CFO and leadership team with financial models, and helping evolve the department's service...
$130k - $180k
Brown Brothers Harriman is seeking an Addepar Product Owner & Reporting Analyst to manage product roadmaps and reporting in a hybrid role. The ideal candidate will have 10+ years of experience in asset management, expertise in Addepar reporting, and the ability to build...- 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
- ...Associate Vice President, Actuary, Financial Reporting & Valuations About the Company Global reinsurance company focused... ...strategic value of financial results across the health portfolio, providing insights that directly influence business strategy, pricing, growth...
$60k - $70k
Vista-Higher-Learning- is seeking a Revenue Operations Analyst to support Go-To-Market teams through analysis and operational design.... ...in an analytical position. The successful candidate will create reporting dashboards, conduct sales and marketing analysis, and maintain...Work at office2 days per week3 days per week$97k - $130k
USA - Commercial Performance & Insights Analyst The Commercial Performance & Insights Analyst role will be responsible for analyzing market... ...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 areaWork from home2 days per week$110k - $140k
The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment... ...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$108.88k - $163.32k
...commerce, Technology and more. Reporting to the Business... ...Finance, Merchandising, Store Ops/E‑com, Supply Chain), the Tech... ...all elements of their report portfolio. This is a full‑time, dedicated... ...Collaborate closely with Reporting and Insight managers to identify where...Full timeWork at officeRemote workFlexible hours$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$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...$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- Sun Life is looking for a Data & Reporting Analyst to provide actionable insights utilizing SQL and data visualization tools. Responsible for developing reports, analyzing data trends, and enhancing reporting processes, this role plays a crucial part in operations. The...
$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- ...Analytics is seeking an Actuarial Analyst to join our Underwriting Support... ...you will perform account- and portfolio-level analyses to deliver meaningful insights to underwriters and business leaders... ...effective use of pricing and reporting tools and awareness of model...Rotational programLocal areaShift work
- Threadneedle group is seeking an Investment Risk Analyst to support senior risk managers with analysis and reporting on investment risks. The role is based in Boston, MA and emphasizes the application of quantitative skills in a fast-paced investment environment. Ideal...
$52.5 per hour
Lead Systems Analyst - Client Content & Reporting Remote position. Overview We are seeking a Lead Systems Analyst to support the design and delivery of client portal and client reporting capabilities. This role focuses on defining, sourcing, validating, and organizing...Remote job$63.44k - $95.16k
...Technology and more. Overview The Project Portfolio Analyst is accountable and responsible for supporting the comprehensive reporting, monitoring, and standard development activities... ...reporting and develop actionable insights for executive leadership Tooling Supports...Full timeWork experience placementWork at officeRemote workFlexible hours$76.5k - $90k
...Investment Analyst, Victory Solutions Victory Capital (NASDAQ:... ...ll be an integral part of our Portfolio Management Team focusing on portfolio... ...organization. You will report to the Portfolio Manager,... ...methods and market insights for portfolio optimizations....Local areaFlexible hours- ...and review funding worklist items. Produce comprehensive reports from various financial and budgeting systems. Support the... ...issues. Lead analysis projects and potentially supervise other analysts. Collaborate with central support offices to resolve...Permanent employmentTemporary workWork at officeRemote work
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