Orion & Addepar Reporting Analyst
Core
Support the Orion system for client performance reporting, including account setup, daily reconciliation, and monthly performance updates.
Role type
Senior IC reporting analyst (wealth management)
Builds
Custom reporting templates, summary reports, and client packages for advisor teams
Domain
Wealth management / Financial services
Deliverable
dashboards & analysis
Required skills
Orion system expertise, Salesforce, Excel, portfolio reporting, investment data management, regulatory compliance, requirements gathering, user acceptance testing
Preferred skills
AI or advanced analytics tools, advanced education designations
Technologies
Orion, Salesforce, Excel
Responsibilities
New account set-up and linking to custodians, daily update/reconciliation, monitor reporting and integration of alternative assets, develop custom templates and summary reports, serve as point of contact for operations issues, document processes and facilitate user integration and acceptance testing, support integration of new advisors, assist with improvement and ad-hoc projects
Seniority
Mid-Senior, hands-on IC
