Remote Portfolio Reporting Lead
Houston, Harris County, Texas, 77246, USA
Listed on 2026-10-09
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Finance & Banking
Portfolio & Asset Management, Financial Reporting
Jobgether SRL partners with a wealth management team to appoint a Portfolio Reporting Manager in a fully remote role in the United States. You will own portfolio reporting operations, manage Addepar and Orion, and lead a team to deliver accurate client performance reports.
You will collaborate with Advisors, Operations, Technology, and senior stakeholders, driving data integrity, onboarding, data migrations, and continuous process improvements in a growing wealth management environment.
Join us at Jobgether SRL as our next Remote Portfolio Reporting Lead in United States.
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