Portfolio Management Expert with Orion Investment Reporting
hace 3 semanas
At Emapta Latam, we redefine the boundaries of outsourcing. Our visionary approach empowers businesses to scale with confidence by delivering tailored solutions that encompass back-office optimization, cutting-edge data analytics, and dynamic marketing support. With a stellar retention rate, our clients have transformed their big ideas into lasting success stories.
Your Career Opportunity
You will leverage your expertise in portfolio management and financial operations, combined with hands-on experience using the Orion platform, to deliver exceptional investment performance reports. This role requires you to create insightful analyses, ensure data accuracy, and provide customized solutions that meet and exceed client expectations.
Daily Responsibilities
Delivering Value Through Orion Platform Expertise
- Manage and maintain the Orion investment reporting software for accurate and timely reporting.
- Customize and generate performance reports that align with client and organizational needs.
- Troubleshoot and resolve technical issues by collaborating with internal teams or Orion support.
Investment Reporting and Analysis
- Create detailed and visually appealing investment performance reports.
- Analyze portfolio performance, holdings, and transactions to provide actionable insights.
- Ensure all reporting complies with industry standards and regulatory requirements.
Data Management and Client Support
- Oversee the integration and accuracy of financial data within Orion.
- Perform data imports, reconciliations, and quality checks to maintain account and report integrity.
- Collaborate with advisors and team members to address client inquiries regarding investment performance.
- Train internal staff on the use and functionality of Orion reporting tools.
Requirements and Benefits
The Building Blocks of Excellence
- Proficiency in using the Orion investment reporting software.
- Strong analytical and problem-solving abilities.
- Exceptional attention to detail and capacity to handle complex data sets.
- Familiarity with portfolio performance metrics and financial analysis.
- Knowledge of compliance standards within the financial services industry.
Achieving Success at Emapta Latam
- Bachelor's degree in Finance, Economics, Business, or a related field (preferred).
- Experience with additional financial platforms or tools such as Salesforce, Morningstar, or comparable software.
- Understanding of wealth management or financial advisory operations.
- Strong communication skills to effectively collaborate with clients and team members.
Join the Emapta Team
- $80,000 - $120,000 annual salary, depending on experience.
- 5 days work week.
- Weekends off.
- Work from home arrangement.
- 20 vacation days in total.
- Prepaid medicine.
- Fully-customized Emapta laptop and peripherals.
- Indefinite term type contract.
- Direct exposure to our clients.
- Career growth opportunities.
- Diverse and supportive work environment.
- Prime Office Locations - Bogotá and Medellin.
- Free upskilling through Emapta Academy courses.
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