Orion & Addepar Reporting Analyst

Cerity Partners Management LLC; Illinois; Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Illinois is seeking an operations professional to support the Orion reporting system and handle new account setup, daily updates, and reconciliation. You will monitor dashboards, develop custom templates, and serve as the operations liaison with advisors, custodians, and vendors.

The role emphasizes data accuracy, end-to-end reporting maintenance, and collaboration across distributed teams, with a compensation range of $90,000–$110,000.

Qualifications

• Bachelor’s degree in Business or financial services preferred.
• 5–7 years in portfolio reporting and performance management software; Orion experience.
• Experience supporting client portfolio reporting in wealth management.
• Proven self-starter with a remote/virtual distributed team track record.
• Ability to manage up with management and partners; analytical problem-solving mindset.
• Detail-oriented with strong written and verbal communication; Excel proficiency.

Responsibilities

• Support Orion system for client performance reporting.
• Set up new accounts including coding, custodian linking, reporting.
• Daily updates and reconciliations.
• Monitor reporting and integration of alternative assets.
• Prepare monthly performance updates.
• Develop templates and summary reports as needed.
• Serve as operations contact for advisor teams, custodians, and 3rd parties.
• Document processes and assist with requirements gathering for updates.
• Support integration of new advisors onto Orion.
• Establish client accounts, link custodians, convert history, reconcile history, populate attributes, test packages.

Skills

Self-starter

Analytical problem-solving

Effective communication

Detail-oriented

Team player

Manage up

Education

Bachelor’s degree in Business or financial services

Tools

Salesforce

Orion

Excel

Portfolio reporting software

Job description

Primary Responsibilities

• Support of the Orion system which is used for client performance reporting.
• New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.
• Daily update/reconciliation
• Monitor reporting and integration of alternative assets
• Monthly performance updates
• Proactively monitor dashboards to ensure system integrity and data accuracy
• Develop custom templates and summary reports as needed
• Serve as a point of contact for all operations issues for advisor teams, custodians and third-party solution providers
• Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.
• Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
• Support the integration of new advisors onto the Orion system.
• • Establish the clients / accounts
  • Link to custodians
  • Conversion of history (transactions, balances and performance)
  • Reconciliation of history conversion
  • Population of custom attributes
  • In conjunction with users, create and test client packages
  • Ensure the existence of adequate internal controls and compliance with regulatory requirements
  • Assist with improvement projects, ad-hoc projects and complete assigned research projects
  • Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies

Required Qualifications

• Bachelor’s degree required; in Business or financial services preferred.
• Experience using Salesforce 5 - 7 years' experience in portfolio reporting and performance management software; Orion
• Experience supporting client portfolio reporting, investment data management, or portfolio oversight within a wealth management or financial services environment
• Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.
• Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.
• An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
• Team player who welcomes feedback with the goal of continuous improvement.
• Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
• Demonstrated ability to apply AI or advanced analytics tools to optimize reporting workflows and enhance decision-making.
• Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
• Proficiency in technology/applications a must – experience with excel required.

Compensation Range

$90,000-$110,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients.

Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding service is about people and relationships.

Our people are the nucleus of Cerity Partners. You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well‑being of our clients, colleagues, and communities.

Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions.

That breadth means career paths across many disciplines.

Our people drive our success by working together to deliver exceptional service to our clients.

We consider our firm a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs.