Portfolio Reporting Lead: Own Platforms & Processes Remote
Riverside, Riverside County, California, 92501, USA
Listed on 2026-10-04
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Retail
Financial Reporting
Talnt is seeking a Portfolio Reporting Manager to own the systems and processes behind client performance reporting. You will lead the Addepar and Orion environments, oversee onboarding and conversions, and drive day-to-day reporting operations across Operations, Technology and Advisor teams.
The role combines hands-on leadership with process improvement in a remote, distributed setting, mentoring the reporting team and coordinating with senior leadership to deliver accurate, timely client
Are you ready to take on the Portfolio Reporting Lead:
Own Platforms & Processes Remote role at Talnt?
We are currently recruiting a Portfolio Reporting Lead:
Own Platforms & Processes Remote for our team in Los Angeles, CA, United States.
This is a genuine opening to take on the Portfolio Reporting Lead:
Own Platforms & Processes Remote role at Talnt.
As a Portfolio Reporting Lead:
Own Platforms & Processes Remote, you will play an important part at Talnt in Los Angeles, CA, United States.
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