Orion Reporting Analyst
Core
Support the Orion system for client performance reporting, including account setup, daily reconciliation, and custom report development.
Role type
Senior IC reporting analyst (wealth management)
Builds
Client performance reports, custom templates, and system integrity dashboards
Domain
Wealth management / Financial services
Required skills
Orion system expertise, Salesforce, Excel, portfolio reporting, investment data management, regulatory compliance, requirements gathering, user acceptance testing
Preferred skills
AI or advanced analytics tools, advanced education designations
Technologies
Orion, Salesforce, Excel
Responsibilities
New account set-up and custodian linking, daily update/reconciliation, monthly performance updates, developing custom templates and summary reports, monitoring dashboards for data accuracy, serving as point of contact for operations issues, documenting processes and facilitating user integration testing, supporting new advisor onboarding and history conversion, assisting with improvement and ad-hoc research projects
Seniority
Senior, hands-on IC