Portfolio Reporting Manager

Most portfolio reporting roles are focused on keeping the system running. This one gives you ownership of the platforms, the team, and how reporting operates across the firm. We're partnering with a growing national wealth management firm looking to add a Portfolio Reporting Manager to lead the systems and processes behind client performance reporting. This person will take ownership of the Addepar and Orion environments, support advisor onboarding and conversions, lead day-to-day reporting operations, and serve as a key resource across Operations, Technology and Advisor teams. This is a hands-on leadership role for someone who understands how portfolio reporting works end to end and can step into the details while also improving the broader process. What You'll Own Lead day-to-day portfolio reporting operations and provide guidance to the reporting team Oversee reporting workflows to ensure accurate and timely delivery of client reporting Manage and support Addepar and Orion across account setup, coding, custodian links, reconciliations and performance reporting Monitor daily data integrity, alternative asset reporting, integrations and system exceptions Manage monthly performance updates and ongoing platform maintenance Serve as an escalation point for complex reporting, system and data issues Document processes, support system updates and participate in testing and implementation initiatives Partner closely with Advisors, Operations, Technology and other internal teams Advisor Onboarding & Conversions Lead reporting-related onboarding for newly added advisors and cli

Source: Himalayas