Portfolio Reporting Specialist

Focus Financial Partners; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Focus Financial Partners in St. Louis, MO, seeks a Portfolio Reporting Analyst to uphold the day-to-day operation of reporting platforms, ensure timely, accurate outputs, and support configuration and issue resolution in a production environment.

You will work with platform managers, analysts, and data teams, maintain documentation, and help train users on reporting tools while growing independence.

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 with structured data and reporting tools.
• Familiarity with financial or investment reporting concepts 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 investigate 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

Data quality

Education

Bachelor's degree or equivalent

Tools

Orion

Addepar

Job description

Focus Financial Partners in St. Louis, MO, seeks a Portfolio Reporting Analyst to uphold the day-to-day operation of reporting platforms, ensure timely, accurate outputs, and support configuration and issue resolution in a production environment.

You will work with platform managers, analysts, and data teams, maintain documentation, and help train users on reporting tools while growing independence.