What are the responsibilities and job description for the Addepar Admin / Reporting Analyst- Family Office position at Orion Solutions Group?
Orion Solutions is seeking a detail-oriented Investment Reporting Analyst for a small family office. This role involves tracking investment assets, producing asset allocation reports, and using Addepar to manage and analyze investment data across various asset types.
Responsibilities :
- Administer, configure, and maintain the Addepar platform to meet the evolving needs of the family office.
- Track and analyze investment assets, including traditional investments, hedge funds, private equity, and alternative investments.
- Produce monthly and quarterly investment reports by reconciling and analyzing financial data and calculating performance.
- Provide insights on investment performance and recommend areas for improvement or reallocation.
- Contribute to ongoing improvements in reporting processes and assist with ad-hoc requests.
Qualifications :
