Operations Analyst

Responsibilities

• Support the Addepar and Orion systems used for client performance reporting. This includes:
  • New account set‑up: 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
• Maintain a working understanding of metrics, calculations, key user workflows, and operational processes involved in end‑to‑end maintenance of the reporting platform.
• Document required processes for ongoing system support, participate in requirements gathering for system updates, and facilitate user integration and acceptance testing.
• Support the integration of new advisors onto the Orion & Addepar systems. This includes:
  • Establish clients/accounts
  • Link to custodians
  • Conversion of history (transactions, balances, and performance)
  • Reconciliation of history conversion
  • Population of custom attributes
  • Create and test client packages in conjunction with users
• Ensure adequate internal controls and compliance with regulatory requirements.
• Assist with improvement projects, ad‑hoc projects, and complete assigned research projects.
• Maintain written procedures on all aspects of this position and continually seek solutions and efficiencies.

• 1‑5 years of related investment services industry experience (preferred).
• Proficient in Microsoft Excel.
• Experience using Salesforce.
• Experience with portfolio accounting and performance management software such as Addepar and Orion (a plus).
• Proven history of being a self‑starter and working effectively in a remote/virtual environment with a distributed team.
• Ability to manage up and have direct, open, and progressive conversations with management and partners across the firm.
• Appetite for analytical problem‑solving and desire to maintain a solutions‑oriented approach to opportunities and challenges.
• Team player who welcomes feedback with the goal of continuous improvement.
• Detail‑oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
• Willingness to take on tasks necessary to complete work on time.
• Proficiency in technology/applications (must – experience with Excel required).
• Bachelor’s degree required; experience in financial services preferred.

$65,000 - $75,000.

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is an Equal Opportunity Employer who respects each individual and supports diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to providing accommodations to applicants with disabilities or special needs.

For those needing accommodations, please reach out to  Applicants must be authorized to work for any employer in the U.S.