Portfolio Reporting Manager
Benefits
Unlimited PTO
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Role Overview:
- Lead portfolio reporting team and daily operations.
- Oversee Addepar and Orion systems for accurate data.
- Support advisor onboarding and client conversions.
Key Requirements:
- Bachelor's degree and 7-10 years in wealth management.
- Hands-on experience with Addepar or Orion.
- Strong analytical and data reconciliation skills.
Compensation & Benefits:
- Base salary $130k-$160k and fully remote.
- Medical, dental, vision from day one and 401(k) match.
- Flexible PTO, parental leave, and professional development support.
Undisclosed
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.