Key Responsibilities

• Client Reporting product management. Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms
• Client Reporting servicing. Execute monthly and quarterly client reporting process cycles. Provide client reporting support to Wealth Advisors and Client Service Specialists.
• Client Reporting data management. Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team. Monitor critical elements such as security master, allocations, and performance returns.
• Quality Assurance. Perform data and reporting quality control to ensure reporting and data integrity.

Qualifications

• 3-5 years of experience in client or investment portfolio / performance reporting.
• Experience in wealth management, asset management, or investments related data or reporting role.

Skills and competencies

• Demonstrated proficiency with Addepar or similar portfolio reporting system.
• Strong analytical, problem-solving, and critical thinking skills.
• Effective communication, both orally and in writing.
• Strong documentation and attention to detail.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 

This position is exempt and is paid according to the laws of the State of Ohio or Washington, depending on final position location. The pay range for this position is $70,400-$100,000. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance 

• Employer paid Short-term & Long-term Disability  

• Paid Maternity & Parental Leave 

• Flexible Spending Accounts & Health Savings Accounts

• Dependent Care FSA 

• Commuter & Transit FSA 

• Corporate Discount Program - Perkspot 

• Training Reimbursement  

• Paid Professional Designations  

• Giving back to the community - Volunteer days