Remote Orion & Addepar Reporting Analyst
Buffalo, Erie County, New York, 14201, USA
Listed on 2026-10-20
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IT/Tech
IT Business Analyst, Data Analyst
Cerity Partners is seeking an Operations professional to support the Orion system for client performance reporting, account setup, daily reconciliation, and data integrity across advisor teams.
You will onboard new advisors, link accounts to custodians, reconcile history conversion, and ensure internal controls while working in a distributed team. A Bachelor's degree and Salesforce experience are required, with 5–7 years in portfolio reporting.
We are seeking a motivated Remote Orion & Addepar Reporting Analyst to join Cerity Partners in New York, NY, United States.
The Remote Orion & Addepar Reporting Analyst position in the Management & Operations, IT & Technology field is open for applications.
We have an opening for a Remote Orion & Addepar Reporting Analyst in New York, NY, United States within Management & Operations, IT & Technology.
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