Remote Orion Reporting Analyst: Performance & Data Lead

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

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.