Orion Reporting Analyst
Cerity Partners Management LLC$90K – $110K per yearUnited States only
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Primary Responsibilities
As a member of the operations team your responsibilities would include the following activities:
Support of the Orion system which is used for client performance reporting. This includes:
New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.
Daily update/reconciliation Monitor reporting and integration of alternative assets Monthly performance updates Proactively monitor dashboards to ensure system integrity and data accuracy Develop custom templates and summary reports as needed Serve as a point of contact for all operations issues for advisor teams, custodians and third-party solution providers Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.