VP of Investment Data Operations & Reporting

Focus Partners Wealth; Portsmouth (NH); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Focus Partners Wealth seeks a Vice President to lead Addepar, Canoe, and alternative investment data workflows within Client Operations in Portsmouth, NH. You will own recurring workflows, strengthen controls, and scale platform-driven processes for client reporting and investment operations.

The ideal candidate has 5–8+ years in investment operations, with hands-on experience in Addepar or similar platforms, and a proven ability to document repeatable processes and coordinate across teams.

Qualifications

• 5–8+ years in investment operations, wealth management, portfolio accounting, client reporting, or related financial services role.
• Strong ownership mindset and ability to own complex workflows.

Responsibilities

• Support Addepar data operations and reporting readiness, ensuring portfolio data integrity and ownership structure maintenance.
• Participate in Canoe and alternative investment data workflows, onboarding, data capture, maintenance, and coordination with teams and providers.
• Maintain data quality controls across Client Operations workflows with clear ownership and timely issue resolution.

Skills

Addepar

Canoe

Investment data ops

Data quality controls

Education

Bachelor's degree

Tools

Addepar

Canoe

Job description

Focus Partners Wealth seeks a Vice President to lead Addepar, Canoe, and alternative investment data workflows within Client Operations in Portsmouth, NH. You will own recurring workflows, strengthen controls, and scale platform-driven processes for client reporting and investment operations.

The ideal candidate has 5–8+ years in investment operations, with hands-on experience in Addepar or similar platforms, and a proven ability to document repeatable processes and coordinate across teams.