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Senior Remote Portfolio Reporting Lead
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-06-04
New York, New York County, New York, 10261, USA
Listing for:
Cerity Partners LLC
Remote/Work from Home
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Reporting
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Portfolio Reporting Team Lead in New York City. The role involves providing support for client performance reporting systems, leading teams, and ensuring timely delivery of reports. Candidates should have 7-10 years of investment services experience, strong leadership skills, and proficiency in Microsoft Excel, Salesforce, and portfolio accounting software. This position offers a competitive salary and flexible benefits, including health insurance and 401(k) options.
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Position Requirements
10+ Years
work experience
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