Analyst, Portfolio Reporting

LE0099 Focus Operating, LLC; Clayton (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Annual bonus

Job summary

Focus Operating, LLC seeks a Portfolio Reporting Analyst to support day-to-day operations of reporting platforms and data outputs in a production environment in St. Louis, MO.

You will configure standard reports, monitor data quality, and assist with testing and documentation while coordinating with cross-functional teams. The role requires a Bachelor’s degree or equivalent experience and 1+ years in reporting or related roles; familiarity with Orion or Addepar and wealth management is a plus.

Qualifications

• Bachelor’s degree or equivalent experience
• 1+ years in reporting/operations/data/tech support roles
• Experience with structured data and reporting tools
• Strong attention to detail and data quality
• Ability to work independently within defined processes
• Familiarity with financial or investment reporting concepts preferred
• Experience with Orion or Addepar preferred
• Experience in financial services or wealth management a plus

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 elevate 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.

Skills

Attention to detail

Independent work

Structured data

Reporting tools

Financial concepts

Wealth management experience

Education

Bachelor’s degree in Business, Finance, Information Systems, or related field

Tools

Orion

Addepar

Job description

Job Description Summary

The Portfolio Reporting Analyst 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. This role is located in St. Louis, MO.

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 elevate 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+ 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.

Compensation

The annualized base pay range for this role is expected to be between $60,000- $90,000 Base Salary Compensation Range.

Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

The base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k).

This is an exempt position.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For 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.

For 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.

For 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.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For 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.

Company Culture

All too often, the financial world is one where competitiveness gets in the way of teamwork. If a more collaborative approach sounds like a better atmosphere, we might be a great fit.

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.