Orion Reporting Analyst

Cerity Partners Management LLC; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings plan with 4% match

Flexible PTO

Parental Leave

Education assistance

Community giving program

Commuter benefits

Job summary

Cerity Partners is seeking a portfolio reporting professional to support the Orion-based performance reporting platform. The role includes onboarding new advisors, data reconciliation, and developing custom reporting templates for senior management and clients.

The position requires 5–7 years in portfolio reporting, strong Excel skills, and experience with Salesforce in a distributed, remote team environment. Competitive compensation and comprehensive benefits are offered.

Qualifications

• Bachelor’s degree required; in Business or financial services preferred.
• 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.
• Self-starter with ability to work in a remote/virtual environment and collaborate with a distributed team.
• Ability to manage up and communicate openly with Management and Partners across the firm.
• Analytical problem-solving mindset with a solutions-oriented approach.
• Detail-oriented with strong verbal/written communication and organizational skills.
• Proficiency in technology/applications; Excel experience required.

Responsibilities

• Support of the Orion system for client performance reporting, including new account setup and linking to custodians.
• Daily update, reconciliation, monitoring dashboards, and data accuracy across reports.
• Develop custom templates and summary reports as needed; document processes for system support.
• Assist with onboarding of new advisors onto Orion, including data migration and testing.

Skills

Salesforce

Portfolio reporting

Self-starter

Remote work

Analytical problem-solving

Team player

Attention to detail

AI analytics

Excel

Education

Bachelor's degree

Tools

Salesforce

Job description

Primary Responsibilities

Support of the Orion system which is used for client performance reporting. This includes: 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. This includes: 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

Benefits

• 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

Equal Opportunity Statement

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].

Eligibility

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

Why Cerity Partners

Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high‑net‑worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short‑term gains, we seek long‑term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.