Orion Reporting Analyst - Remote, Flexible PTO & 401(k) Match

Cerity Partners; Chicago (IL); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education support

Commuter benefits

Job summary

Cerit y Partners is hiring for an Operations role focused on portfolio reporting and data integrity in a remote-capable team. You’ll support the Orion system for client performance reporting, execute new account setup, reconciliations, and monthly updates, and develop custom templates for reporting needs.

You will also onboard advisors to Orion, ensure data accuracy, assist with complex data conversions, and maintain strong internal controls to satisfy regulatory requirements while collaborating

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.
• Analytical problem-solving and solutions-oriented approach.
• Detail-oriented with strong verbal and written communication skills.

Responsibilities

• Support of the Orion system used for client performance reporting; including new account set-up, daily update and reconciliation, and monthly performance updates.
• Monitor reporting and integration of alternative assets; develop custom templates and summary reports.
• Serve as a point of contact for operations issues for advisor teams, custodians and third-party providers; document processes and assist with system updates.
• Assist with onboarding new advisors onto Orion; establish clients/accounts, link to custodians, and convert history.
• Maintain internal controls and regulatory compliance; support improvement projects and research tasks.

Skills

Self-starter

Analytical problem-solving

Remote work capable

Strong communication

Manage up

Detail-oriented

Team player

Data integrity

Excel proficiency

Education

Bachelor's degree in Business or financial services

Tools

Salesforce

Orion

Excel

Job description

Cerit y Partners is hiring for an Operations role focused on portfolio reporting and data integrity in a remote-capable team. You’ll support the Orion system for client performance reporting, execute new account setup, reconciliations, and monthly updates, and develop custom templates for reporting needs.

You will also onboard advisors to Orion, ensure data accuracy, assist with complex data conversions, and maintain strong internal controls to satisfy regulatory requirements while collaborating