About this opportunity
Focus Financial Partners lists this VP, Investment Data Operations & Client Reporting opportunity in needham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.
The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process
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Worksite address
needham, MA, 02494, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.