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Financial Reporting

Senior Remote Portfolio Reporting Lead

Remote / Online - Candidates ideally in
Schenectady, Schenectady County, New York, 12301, USA
Listing for: Cerity Partners LLC
Remote/Work from Home position
Listed on 2026-06-09
Job specializations:
  • Finance & Banking
    Financial Reporting
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
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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