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Wealth Client Reporting Analyst
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-08-21
Listing for:
CI Financial
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Reporting -
Business
Job Description & How to Apply Below
Corient is a leading wealth management platform in the United States seeking a Client Reporting Specialist to manage templates, portals, and the reporting roadmap. The role partners with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms to deliver accurate monthly and quarterly client reports.
The position requires 3–5 years in client or portfolio reporting, with strong analytical, documentation, and communication skills.
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