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Focus Partners Wealth

VP of Investment Data Operations & Reporting

portsmouth, NH

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About this opportunity

Focus Partners Wealth lists this VP of Investment Data Operations & Reporting opportunity in portsmouth, New Hampshire. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Focus Partners Wealth seeks a Vice President to lead Addepar, Canoe, and alternative investment data workflows within Client Operations in Portsmouth, NH. You will own recurring workflows, strengthen controls, and scale platform-driven processes for client reporting and investment operations.

The ideal candidate has 5–8+ years in investment operations, with hands-on experience in Addepar or similar platforms, and a proven ability to document repeatable processes and coordinate across teams.

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Worksite address

portsmouth, NH, 00215, US

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