VP, Investment Data Operations & Client Reporting
Listed on 2026-11-04
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Finance & Banking
Portfolio & Asset Management, Banking & Finance, Wealth Management
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
We invite applications for the VP, Investment Data Operations & Client Reporting position located in Needham, MA, United States.
For the VP, Investment Data Operations & Client Reporting position at Focus Financial Partners, we are reviewing applications now.
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