Orion/Addepar Reporting Analyst - Data-Driven & Remote

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

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.