The Reporting Analyst will support the Orion system by managing new account setups, daily reconciliations, and performance updates. They will also serve as a primary point of contact for advisor teams and custodians while ensuring data integrity and compliance.
The specialist will design and maintain training resources for the firm's productivity stack while acting as a bridge between technical capabilities and business needs. They will also facilitate AI adoption by managing an AI hub, supporting an AI champion network, and translating technical features into practical business use cases.
