Remote Orion & Addepar Reporting Analyst

Cerity Partners · New york, United States

Cerity Partners is seeking an Operations professional to support the Orion system for client performance reporting, account setup, daily reconciliation, and data integrity across advisor teams.

You will onboard new advisors, link accounts to custodians, reconcile history conversion, and ensure internal controls while working in a distributed team. A Bachelor's degree and Salesforce experience are required, with 5–7 years in portfolio reporting.