Analyst, Portfolio Reporting

This role supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs, focusing on reliable execution, configuration support, and issue resolution to ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams in a production reporting environment located in St. Louis, MO.

Responsibilities

• Support day-to-day operations of reporting platforms and tools.
• Configure and maintain standard reports and dashboards within established platforms.
• Monitor report outputs and data quality; investigate issues and escalate as needed.
• Support testing and validation of new reports, enhancements, and data changes.
• Maintain documentation for reports, data definitions, and reporting processes.
• Coordinate with platform managers, analysts, and data teams on assigned work.
• Support onboarding and training efforts related to reporting tools and outputs.
• Respond to and resolve routine user inquiries related to reporting.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience.
• 1+ years of experience in reporting, operations, data, or technology support roles.
• Experience working with structured data and reporting tools.
• Strong attention to detail and commitment to data quality.
• Ability to work independently within defined processes.

Qualifications

• Basic familiarity with financial or investment reporting concepts preferred.
• Experience with reporting platforms such as Orion or Addepar preferred.
• Experience in financial services or wealth management a plus.

Pay

The annualized base pay range for this role is expected to be between $60,000 and $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Benefits

• Annual cash bonus
• Comprehensive benefits package, including medical, dental, vision, life, and 401(k)