Client Reporting Specialist

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving wealth for future generations and supporting the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing lasting legacies.

Responsibilities

• Client Reporting product management: Build and maintain client reporting templates and portal views. Drive the Client Reporting offering roadmap in 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 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.

Requirements

• 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

• 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.

Benefits

• 401(k) Plan with Employer Matching
• Four generously subsidized Medical Plan options
• 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
• Volunteer days to give back to the community

Pay

The pay range for this position is $70,400–$100,000. This range reflects factors such as experience, skills, knowledge, abilities, education, licensure, certifications, and business needs. Offers are determined based on final candidate qualifications and experience.

Schedule

This position requires working onsite 4 days per week.

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.

Corient seeks to make reasonable accommodations to enable individuals with disabilities to perform essential duties when possible.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Exceptions may be made based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.