Portfolio Management Expert with Orion Investment Reporting

hace 3 semanas


Bogotá, Bogotá D.E., Colombia EMAPTA A tiempo completo
Transformative Portfolio Performance
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.


  • Bogotá, Bogotá D.E., Colombia EMAPTA A tiempo completo

    About EMAPTAAt EMAPTA, we're redefining the future of outsourcing. As a trusted partner to high-growth companies, we deliver customized solutions that empower them to scale with confidence.Our client-centric approach ensures efficiency and innovation, with a stellar retention rate that speaks volumes about our commitment to excellence. Whether it's...


  • Bogotá, Bogotá D.E., Colombia Michael Page Colombia A tiempo completo

    Company Overview: Our client, BlackRock, is a global leader in investment management, risk management, and advisory services for institutional and retail clients. They help clients worldwide meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled...


  • Bogotá, Bogotá D.E., Colombia Zinovo A tiempo completo

    About the RoleZinovo LATAM, a strategic staffing arm of the global Salesforce consulting firm Zinovo, is seeking a highly skilled and motivated Bilingual (Spanish/English) Associate to join our client's Investment Team in Bogotá, Colombia.As a key member of the team, you will focus on sourcing, evaluating, and managing investments in healthcare and life...


  • Bogotá, Bogotá D.E., Colombia Michael Page Colombia A tiempo completo

    A leading financial services firm in Colombia seeks a highly skilled Financial Reporting Expert to join their team. About Our ClientOur client is a prominent player in the Colombian financial market, providing top-notch financial services to its clients.As a key member of the financial team, the Financial Reporting Expert will be responsible for ensuring the...


  • Bogotá, Bogotá D.E., Colombia Patria Investments A tiempo completo

    Job DescriptionPatria Investments is seeking a highly experienced Strategic Credit Portfolio Lead to join our team in Colombia. As a key member of our investment team, you will be responsible for leading the identification, origination, structuring, and execution of credit investment opportunities in the Colombian market.About Patria InvestmentsWe are a...


  • Bogotá, Bogotá D.E., Colombia Climate Fund Managers A tiempo completo

    Job Title: Climate Fund Investment ExpertAbout Us:Climate Fund Managers (CFM) is a leading climate-centric blended finance fund manager. We raise and deploy climate finance funds in partnership at scale and at pace.Job Summary:We are seeking an experienced Investment Analyst to join our team in Bogota, Colombia. The ideal candidate will have strong financial...


  • Bogotá, Bogotá D.E., Colombia Patria Investments A tiempo completo

    About Patria InvestmentsPatria Investments is a pioneering alternative asset manager, renowned for its entrepreneurial spirit and resilience in adapting to market trends. With over 35 years of experience, we have established ourselves as regional and sector specialists, providing consistent results to our clients and fostering long-lasting relationships.Job...


  • Bogotá, Bogotá D.E., Colombia Johnson & Johnson A tiempo completo

    Job SummaryJohnson & Johnson's Global Services (GS) Finance Support team is recruiting a Finance Supervisor to provide financial support for the investment portfolio. This is a global role reporting to a Finance Manager.The successful candidate will be responsible for providing financial support to the TranSCend budget owners and GS finance organization in...

  • Senior Accountant

    hace 4 semanas


    Bogotá, Bogotá D.E., Colombia Sagan A tiempo completo

    Financial Reporting and Compliance ExpertWe are seeking a highly skilled Senior Accountant to join our team as a financial reporting and compliance expert. As a key member of our client support team, you will play a critical role in ensuring that our clients' financial reporting needs are met.Key Responsibilities:Draft annual and quarterly financial...


  • Bogotá, Bogotá D.E., Colombia Lenovo A tiempo completo

    Job OverviewWe are seeking a Product Portfolio Strategist to join our team in Lenovo. As a key member of our product development team, you will play a crucial role in creating and maintaining a profitable portfolio that meets the needs of our target market.Key Responsibilities:* Develop and execute strategies to drive business growth through effective...


  • Bogotá, Bogotá D.E., Colombia Sagan A tiempo completo

    Sagan is a dynamic membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American...


  • Bogotá, Bogotá D.E., Colombia Michael Page A tiempo completo

    About Our ClientOur client is a global leader in investment management, risk management and advisory services for institutional and retail clients. With a presence across the globe, they help clients meet their goals and overcome challenges through a range of products, including separate accounts, mutual funds, iShares, and other pooled investment vehicles.


  • Bogotá, Bogotá D.E., Colombia Diageo A tiempo completo

    About DiageoWe are the world's leading premium drinks company with a diverse portfolio of brands, including Johnnie Walker, Smirnoff, Baileys, Captain Morgan, Tanqueray, and Guinness.As a Trade Spend Investment Analyst at Diageo, you will play a critical role in providing high-quality information and insights to the sales organization regarding customer...


  • Bogotá, Bogotá D.E., Colombia Michael Page Colombia A tiempo completo

    Acerca de nuestro cliente: BlackRock es un líder global en gestión de inversiones, gestión de riesgos y servicios asesorales para clientes institucionales y minoristas. Ayuda a sus clientes alrededor del mundo a alcanzar sus objetivos y superar desafíos con una variedad de productos que incluyen cuentas separadas, fondos mutuos, iShares (fondos...


  • Bogotá, Bogotá D.E., Colombia Michael Page Colombia A tiempo completo

    Company Overview: Our client is a leading worldwide pharmaceutical company with a strong presence in the market. They specialize in developing and marketing innovative vaccines that address various health concerns.Estimated Salary: $120,000 - $180,000 per year, depending on experience and qualifications.Job Description:Key Responsibilities:Develop and...


  • Bogotá, Bogotá D.E., Colombia Sagan A tiempo completo

    About the RoleWe are seeking a meticulous and proactive investment operations analyst to support our investor relations and investment operations.Key Responsibilities:Investor Communication Support: Prepare and organize correspondence, such as investor updates, meeting summaries, and follow-ups.Pipeline Management: Track and monitor deals, ensuring timely...


  • Bogotá, Bogotá D.E., Colombia Medtronic A tiempo completo

    Medtronic, a leading medical technology company, offers a unique opportunity for a Cybersecurity Expert to join their Identity & Access Management (IAM) team. The successful candidate will be responsible for designing, implementing, and managing IAM technologies to support the organization's Privileged Access Management (PAM) suite. With a focus on solution...

  • Senior Software Engineer

    hace 2 semanas


    Bogotá, Bogotá D.E., Colombia Orion Innovation A tiempo completo

    Orion Innovation, a premier business and technology services firm, is seeking an experienced Senior Software Engineer to join our Digital Client Solutions team.About Orion InnovationWe deliver game-changing business transformation and product development rooted in digital strategy, experience design, and engineering. With a unique combination of agility,...


  • Bogotá, Bogotá D.E., Colombia Somewhere A tiempo completo

    About the CompanyFounded in 2016 and headquartered in Geneva, Switzerland, our company has been dedicated to investing in exclusive private market opportunities.We currently manage six investment funds invested in over 70 companies.About the Role:We are seeking an experienced Senior Investment Finance Professional to support our Investment Team.This role...


  • Bogotá, Bogotá D.E., Colombia World Bank Group A tiempo completo

    About the JobWe are seeking an Investment Strategy Specialist to join our team in Bogota, Colombia. The successful candidate will work under the supervision of the Senior Country Officer and will be responsible for supporting the development of a comprehensive IFC strategy for Colombia.Key ResponsibilitiesSupport the Senior Country Officer in developing a...