Remote Orion Reporting Analyst - Wealth Management
Buffalo, Erie County, New York, 14201, USA
Listed on 2026-10-20
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Finance & Banking
Banking & Finance, Financial Analyst, Financial Reporting
Cerity Partners is seeking an Orion Reporting Analyst to support client performance reporting in a distributed operations team. You will handle Orion system tasks from new account setup to daily updates, reconciliations, and monthly performance reporting, ensuring accuracy and timely delivery.
Develop templates, assist with advisor onboarding, and serve as a liaison with custodians and third-party providers.
We have an opening for a Remote Orion Reporting Analyst
- Wealth Management in New York, NY, United States within Management & Operations, IT & Technology.
We are looking to fill the Remote Orion Reporting Analyst
- Wealth Management position at Cerity Partners in New York, NY, United States.
The Remote Orion Reporting Analyst
- Wealth Management role at Cerity Partners is now open for applications in New York, NY, United States.
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