Teams at Cerity Partners

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

The Orion Reporting Analyst supports performance reporting through system set-ups, reconciliations, and client integration. Responsibilities include data accuracy monitoring, template development, and operational issue resolution while documenting processes and enhancing reporting workflows using technology and analytics.

As a Billing & Revenue Associate, you will manage client billing functions, collaborate across teams, and resolve billing issues.