Remote Orion & Addepar Reporting Analyst
Buffalo, Erie County, New York, 14201, USA
Listed on 2026-10-26
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Business
Data Analyst -
IT/Tech
Data Analyst
Cerity Partners is seeking an Operations professional to support the Orion system for client performance reporting, account setup, daily reconciliation, and data integrity across advisor teams.
You will onboard new advisors, link accounts to custodians, reconcile history conversion, and ensure internal controls while working in a distributed team. A Bachelor's degree and Salesforce experience are required, with 5–7 years in portfolio reporting.
This Full Time role is for the Remote Orion & Addepar Reporting Analyst role at Cerity Partners.
Are you ready to take on the Remote Orion & Addepar Reporting Analyst role at Cerity Partners?
We would love to welcome a new Remote Orion & Addepar Reporting Analyst to our team in New York, NY, United States.
For the Remote Orion & Addepar Reporting Analyst position at Cerity Partners, we are reviewing applications now.
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