Reporting Analyst (Addepar) - Senior Wealth Management

Who You’ll Work With: We are seeking a Reporting Analyst to join the Consolidated Reporting team within Wealth Management Operations. This is a hands-on role within a collaborative team environment, focused on delivering accurate, high-quality consolidated reporting and responsive operational support to Financial Advisors, their Associates, and, when appropriate, Ultra High Net Worth clients. The team partners with Addepar to provide a consolidated view of client assets across managers and cust…