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Portfolio Reporting Manager; Fully Remote
Remote / Online - Candidates ideally in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-10-04
San Antonio, Bexar County, Texas, 78208, USA
Listing for:
Undisclosed
Remote/Work from Home
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
- Lead portfolio reporting team and daily operations.
- Oversee Addepar and Orion systems for accurate data.
- Support advisor onboarding and client conversions.
- Bachelor's degree and 7-10 years in wealth management.
- Hands-on experience with Addepar or Orion.
- Strong analytical and data reconciliation skills.
- Base salary $130k-$160k and fully remote.
- Medical, dental, vision from day one and 401(k) match.
- Flexible PTO, parental leave, and professional development support.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
The Portfolio Reporting Manager (Fully Remote) position in the Finance field is open for applications.
The position is based in United States.
This opportunity is part of our work in Finance.
The advertised compensation is 130..
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