Portfolio Reporting Analyst

Position Summary

The Portfolio Reporting Analyst supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards.

Primary Responsibilities

• Support day-to-day operations of reporting platforms and tools.
• Configure and maintain standard reports and dashboards within established platforms.
• Maintain documentation for reports, data definitions, and reporting processes.
• Coordinate with platform managers, analysts, and data teams on assigned work.
• Respond to and resolve routine user inquiries related to reporting.

Qualifications

• 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.
• 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.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.