[Remote] Operations Analyst

Note: The job is a remote job and is open to candidates in USA. Cerity Partners is a company focused on delivering exceptional service to clients, and they are seeking an Operations Analyst to support the Addepar and Orion systems for client performance reporting. The role involves account setup, daily updates, system monitoring, and integration of new advisors onto the systems, ensuring compliance and internal controls throughout the process.ResponsibilitiesSupport of the Addepar and Orion systems which is used for client performance reporting. This includes:New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.Daily update/reconciliation Monitor reporting and integration of alternative assetsMonthly performance updates Proactively monitor dashboards to ensure system integrity and data accuracyMaintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testingSupport the integration of new advisors onto the Orion & Addepar systems. This includes:Establish the clients / accountsLink to custodiansConversion of history (transactions, balances and performance)Reconciliation of history conversionPopulation of custom attributesIn conjunction with users, create and test client packagesEnsure the existence of adequate internal controls and compliance with regulatory requirementsAssist with improvement projects, ad-hoc projects and complete assigned research projects Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficienciesSkills1-5 years related investment services industry experience preferredProficient in Microsoft ExcelExperience using SalesforceExperience with portfolio accounting and performance management software such as Addepar and Orion a plusProven history of being a 'self-starter,' and a track record of working effectively in a remote/virtual environment, with a distributed teamAbility to 'manage up' and have direct, open, and progressive conversations with Management and Partners across the firmAn appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challengesTeam player who welcomes feedback with the goal of continuous improvementDetail-oriented with strong verbal and written communication skills, professional presentation, and organizational skillsAttitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on timeProficiency in technology/applications a must – experience with excel requiredBachelor's degree required; experience in financial services preferredBenefitsHealth, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCompany OverviewCerity Partners is a financial services company specializes in banking,finance and personal loan. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://ceritypartners.com/.



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