Portfolio Reporting Lead: Systems & Team Ownership; Remote
Huntington Beach, Orange County, California, 92605, USA
Listed on 2026-10-03
-
Finance & Banking
Portfolio & Asset Management, Financial Reporting
Talnt seeks a Portfolio Reporting Manager to own the platforms, teams, and processes behind client performance reporting. You will manage Addepar and Orion environments, support advisor onboarding and conversions, and lead day-to-day reporting operations across Operations, Technology and Advisor teams.
This hands-on leadership role requires end-to-end portfolio reporting knowledge, with the ability to dive into details while improving overall workflows.
This role, Portfolio Reporting Lead:
Systems & Team Ownership (Remote) at Talnt, could be your next career step.
Join Talnt and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Portfolio Reporting Lead:
Systems & Team Ownership (Remote) role at Talnt, based in Los Angeles, CA, United States.
We are looking to fill the Portfolio Reporting Lead:
Systems & Team Ownership (Remote) position at Talnt in Los Angeles, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).