Remote Orion Reporting Analyst - Wealth Management

Cerity Partners

New York (NY)

Remote

USD 90,000 - 110,000

Full time

4 days ago

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Benefits offered by this job

Health, dental, vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Job summary

Cerity Partners is seeking an Orion Reporting Analyst to support client performance reporting in a distributed operations team. You will handle Orion system tasks from new account setup to daily updates, reconciliations, and monthly performance reporting, ensuring accuracy and timely delivery.

Develop templates, assist with advisor onboarding, and serve as a liaison with custodians and third-party providers.

Qualifications

Bachelor’s degree in Business or financial services preferred.
5–7 years’ experience in portfolio reporting and performance management software (Orion).
Experience supporting client portfolio reporting in wealth management or financial services.
Proven self-starter with remote/virtual team experience and problem-solving attitude.
Ability to manage up and communicate effectively with management and partners.

Responsibilities

Support Orion-based client performance reporting including new account setup and daily updates.
Perform daily reconciliations, monitor data quality and system integrity.
Develop templates and custom reports; provide monthly performance updates.
Serve as point of contact for advisor teams, custodians and third-party providers.
Document processes; assist with system updates and testing; support advisor onboarding.
Ensure internal controls and regulatory compliance; contribute to improvement projects.
Maintain written procedures and participate in ad-hoc research tasks.