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VP, Investment Data Operations & Client Reporting

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Reporting
Salary/Wage Range or Industry Benchmark: 180000 - 250000 USD Yearly USD 180000.00 250000.00 YEAR
Job Description & How to Apply Below

Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.

The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process

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