Remote Portfolio Reporting Lead

Jobgether SRL; United States; Remote; USD 130,000 - 160,000; Full time

Benefits offered by this job

Fully remote work flexibility

Medical, dental, and vision coverage

401(k) with 4% employer match

Flexible paid time off

Parental leave

Educational support for designations

Community support opportunities

Job summary

Jobgether SRL partners with a wealth management team to appoint a Portfolio Reporting Manager in a fully remote role in the United States. You will own portfolio reporting operations, manage Addepar and Orion, and lead a team to deliver accurate client performance reports.

You will collaborate with Advisors, Operations, Technology, and senior stakeholders, driving data integrity, onboarding, data migrations, and continuous process improvements in a growing wealth management environment.

Qualifications

• Bachelor's degree required.
• 7–10 years in investment services or wealth management preferred.
• Experience leading projects and mentoring team members.
• Strong understanding of portfolio accounting and performance reporting.
• Hands-on experience with Addepar and/or Orion preferred.
• Experience with Salesforce and advanced Excel skills.
• Excellent analytical, problem-solving, and data-reconciliation abilities.

Responsibilities

• Lead day-to-day portfolio reporting operations and mentor the reporting team.
• Oversee reporting workflows for accurate, timely client performance reporting.
• Manage Addepar and Orion environments including setup, reconciliations, and integrations.
• Monitor data integrity, data migrations, and issue escalation.
• Lead monthly performance updates and platform maintenance tasks.
• Coordinate onboarding for new advisors and client groups, including data conversions.
• Test and implement reporting configurations and custom attributes.
• Maintain controls and documentation throughout onboarding and conversion.
• Improve reporting processes and workflows across teams.

Skills

Portfolio reporting

Team leadership

Data reconciliation

Addepar/Orion

Excel proficiency

Analytical skills

Remote work

Education

Bachelor's degree

Tools

Addepar

Orion

Salesforce

Excel

Job description

Jobgether SRL partners with a wealth management team to appoint a Portfolio Reporting Manager in a fully remote role in the United States. You will own portfolio reporting operations, manage Addepar and Orion, and lead a team to deliver accurate client performance reports.

You will collaborate with Advisors, Operations, Technology, and senior stakeholders, driving data integrity, onboarding, data migrations, and continuous process improvements in a growing wealth management environment.