Orion & Addepar Reporting Analyst

Cerity Partners•Chicago, IL

About The Position

The Orion & Addepar Reporting Analyst is a member of the operations team responsible for supporting the Orion system used for client performance reporting and helping integrate new advisors onto the platform. The role maintains reporting data and system integrity, supports advisor teams and external partners, and contributes to system updates, testing, documentation, and process improvement. The analyst also supports onboarding by establishing clients and accounts, linking custodians, converting and reconciling historical data, populating custom attributes, and creating and testing client packages with users. The position helps ensure adequate internal controls and compliance with regulatory requirements, and completes improvement, research, and ad hoc projects. Cerity Partners describes its total rewards package as including health, dental, and vision insurance from day one; a 401(k) savings and investment plan with a 4% match; flexible PTO; parental leave; financial assistance for advanced education and professional designations; opportunities to give back to local communities; and commuter benefits. The company states that it is an Equal Opportunity Employer and provides accommodations to applicants with disabilities or special needs.

Requirements

Bachelor’s degree required; a degree in business or financial services is preferred.
Experience using Salesforce.
Five to seven years of experience in portfolio reporting and performance management software; Orion experience is specified.
Experience supporting client portfolio reporting, investment data management, or portfolio oversight in a wealth management or financial services environment.
Proven self-starter with a track record of working effectively in a remote or virtual environment with a distributed team.
Ability to manage up and have direct, open, and progressive conversations with management and partners across the firm.
Analytical problem-solving ability and a solutions-oriented approach to opportunities and challenges.
Team-oriented approach and willingness to welcome feedback for continuous improvement.
Detail-oriented, with strong verbal and written communication, professional presentation, and organizational skills.
Demonstrated ability to apply AI or advanced analytics tools to optimize reporting workflows and enhance decision-making.
Willingness to handle any necessary tasks to ensure work is completed on time.
Technology and application proficiency; Excel experience required.
Applicants must be authorized to work for any employer in the United States.

Nice To Haves

A degree in business or financial services is preferred.

Responsibilities

Support Orion, the system used for client performance reporting.
Set up new accounts, including coding, custodian linking, and ensuring investments are reported properly.
Perform daily updates and reconciliations.
Monitor reporting and the integration of alternative assets.
Complete monthly performance updates.
Proactively monitor dashboards for system integrity and data accuracy.
Develop custom templates and summary reports as needed.
Serve as a point of contact for operations issues raised by advisor teams, custodians, and third-party solution providers.
Maintain working knowledge of reporting metrics, calculations, user workflows, and end-to-end platform maintenance processes.
Document processes for ongoing system support.
Participate in requirements gathering for system updates and help facilitate user integration and acceptance testing.
Support integration of new advisors onto Orion by establishing clients and accounts, linking custodians, converting and reconciling historical transactions, balances, and performance, populating custom attributes, and creating and testing client packages with users.
Assist with ensuring adequate internal controls and compliance with regulatory requirements.
Assist with improvement and ad hoc projects, and complete assigned research projects.
Maintain written procedures for the position and continuously improve initiatives to identify solutions and efficiencies.