Portfolio Reporting Analyst

Position Summary

The Portfolio Reporting Analyst supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

This role is located in St. Louis, MO.

Primary Responsibilities

Support day-to-day operations of reporting platforms and tools.

Configure and maintain standard reports and dashboards within established platforms.

Monitor report outputs and data quality; investigate issues and escalate as needed.

Support testing and validation of new reports, enhancements, and data changes.

Maintain documentation for reports, data definitions, and reporting processes.

Coordinate with platform managers, analysts, and data teams on assigned work.

Support onboarding and training efforts related to reporting tools and outputs.

Respond to and resolve routine user inquiries related to reporting.

Qualifications

Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience.

1+ years of experience in reporting, operations, data, or technology support roles.

Experience working with structured data and reporting tools.

Strong attention to detail and commitment to data quality.

Ability to work independently within defined processes.

Basic familiarity with financial or investment reporting concepts preferred.

Experience with reporting platforms such as Orion or Addepar preferred.

Experience in financial services or wealth management a plus.

This is an exempt position. The annualized base pay range for this role is expected to be between $60,000- $90,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

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