Senior Portfolio Reporting Lead — Addepar & Orion; Remote
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-10-20
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Finance & Banking
Financial Reporting, Portfolio & Asset Management, Financial Compliance
Cerity Partners is seeking a Portfolio Reporting Manager to own the Addepar and Orion platforms end-to-end, guiding a team and shaping advisor onboarding and client reporting. You will ensure accurate and timely performance reporting for advisors and clients across the firm.
The role emphasizes ownership, process improvement, and collaboration with Management and cross-functional teams to uphold data integrity and exemplary client service.
We are looking to fill the Senior Portfolio Reporting Lead — Addepar & Orion (Remote) position at Cerity Partners in Chicago, IL, United States.
The Senior Portfolio Reporting Lead — Addepar & Orion (Remote) role at Cerity Partners is now open for applications in Chicago, IL, United States.
Join us at Cerity Partners as our next Senior Portfolio Reporting Lead — Addepar & Orion (Remote) in Chicago, IL, United States.
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