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Operations Analyst

June 17, 2026

Primary Responsibilities  <h2></h2>Support of the Addepar and Orion systems which is used for client performance reporting. This includes: <ul><li>New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.</li><li>Daily update/reconciliation </li><li>Monitor reporting and integration of alternative assets</li><li>Monthly performance updates </li><li>Proactively monitor dashboards to ensure system integrity and data accuracy</li><li>Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. </li><li>Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.</li></ul>Support the integration of new advisors onto the Orion & Addepar systems. This includes:<ul><li>Establish the clients / accounts</li><li>Link to custodians</li><li>Conversion of history (transactions, balances and performance)</li><li>Reconciliation of history conversion</li><li>Population of custom attributes</li><li>In conjunction with users, create and test client packages</li><li>Ensure the existence of adequate internal controls and compliance with regulatory requirements</li><li>Assist with improvement projects, ad-hoc projects and complete assigned research projects </li><li>Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies</li></ul>Required Qualifications:  <ul><li>1-5 years related investment services industry experience preferred</li><li>Proficient in Microsoft Excel</li><li>Experience using Salesforce</li><li>Experience with portfolio accounting and performance management software such as Addepar and Orion a plus</li><li>Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.</li><li>Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.</li><li>An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.</li><li>Team player who welcomes feedback with the goal of continuous improvement.</li><li>Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.</li><li>Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.</li><li>Proficiency in technology/applications a must – experience with excel required</li><li>Bachelor’s degree required; experience in financial services preferred</li></ul> Compensation:$65,000 - $75,000Why Cerity Partners:Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:<ul><li>Health, dental, and vision insurance – day 1!</li><li>401(k) savings and investment plan options with 4% match</li><li>Flexible PTO policy</li><li>Parental Leave</li><li>Financial assistance for advanced education and professional designations</li><li>Opportunity to give back time to local communities</li><li>Commuter benefits</li></ul>Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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