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Cerity Partners

Cerity Partners Tax, Accounting & Advisory Services is a highly sophisticated CPA and advisory practice serving high-net-worth individuals, multi-generational families, real estate investors, entrepreneurs, family offices, and closely held businesses. Our clients expect a high-touch experience and proactive advice. We emphasize planning and strategy—not simply preparing tax returns after the fact. We have been highly successful in attracting and retaining exceptional professionals because of the sophistication of our work, our flexible work environment and our firm culture. We maintain a two-level review process designed to ensure exceptional technical quality and client service. We also make a significant investment in training and professional development. All staff members are assigned a mentor ("buddy") and participate in regular monthly check-ins with principals and partners to support ongoing development, communication and career growth.

Operations Analyst

AnalystAnalystFull TimeRemoteMid LevelTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

$65K - $75K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Operations Analyst

Cerity Partners

Role Description Support 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 assets - Monthly performance updates - Proactively monitor dashboards to ensure system integrity and data accuracy - Maintain 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 testing. - Support the integration of new advisors onto the Orion & Addepar systems. This includes: - Establish the clients/accounts - Link to custodians - Conversion of history (transactions, balances and performance) - Reconciliation of history conversion - Population of custom attributes - In conjunction with users, create and test client packages - Ensure the existence of adequate internal controls and compliance with regulatory requirements - Assist 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 efficiencies Qualifications - 1-5 years related investment services industry experience preferred - Proficient in Microsoft Excel - Experience using Salesforce - Experience with portfolio accounting and performance management software such as Addepar and Orion a plus - Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team. - Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm. - An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. - Team player who welcomes feedback with the goal of continuous improvement. - Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills. - Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time. - Proficiency in technology/applications a must – experience with excel required - Bachelor’s degree required; experience in financial services preferred Requirements - Compensation: $65,000 - $75,000 Benefits - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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