VP, Investment Data Operations & Client Reporting

Focus Financial Partners; Needham (MA); On-site; USD 180,000 - 250,000; Full time

Job summary

Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.

The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process

Qualifications

• 5–8+ years of experience in investment operations, wealth management, portfolio accounting, client reporting, fund administration, or related financial services role.
• Strong experience with Addepar, Canoe, or similar investment operations, reporting, or alternative investment data platforms.
• Strong ownership mindset, client-service orientation, and ability to operate with urgency, accuracy, and sound judgment.
• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Computer Science, or related discipline desired.

Responsibilities

• Support key components of day-to-day Addepar data operations and reporting readiness, including portfolio data integrity, account and ownership structure maintenance, data exceptions, and recurring operational controls.
• Participate in Canoe and alternative investment data workflows, including onboarding, document and data capture, ongoing maintenance, exception management, and coordination with internal teams and external providers.
• Maintain and improve data quality controls across Client Operations workflows, with a focus on repeatable processes, clear ownership, and timely resolution of reporting or portfolio accounting issues.
• Partner with Client Analytics & Reporting, Trading, and technology vendors to support platform enhancements, workflow improvements, testing, and implementation efforts.
• Investigate and resolve complex data, reporting, and platform-related issues through root cause analysis, risk assessment, documentation, and process improvement.
• Create and maintain documentation, procedures, and best practices that improve consistency, reduce rework, and support team knowledge-sharing.
• Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative investment data workflows, and recurring operational questions, while escalating material risks or unresolved issues appropriately.

Skills

Addepar experience

Canoe experience

Data operations

Portfolio accounting

Process improvement

Data quality controls

Leadership

Education

Bachelor’s degree in Finance, Economics, Accounting, Business

Tools

Addepar

Canoe

Job description

Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.

The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process