Portfolio Reporting Analyst

Full Timeentry

St. Louis, MOPosted 7 days ago

Role Overview

Focusfinancialpartners is hiring a entry-level Portfolio Reporting Analyst. This is a full-time role in St. Louis. posted last week. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

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.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

About Focusfinancialpartners

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Frequently Asked Questions

How do I apply for the Portfolio Reporting Analyst position at Focusfinancialpartners?

Use the Apply button above to submit your application directly to Focusfinancialpartners. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Portfolio Reporting Analyst position at Focusfinancialpartners located?

This position is based in St. Louis. Focusfinancialpartners has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Portfolio Reporting Analyst at Focusfinancialpartners earn?

Focusfinancialpartners has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Portfolio Reporting Analyst role at Focusfinancialpartners posted?

This role was posted on July 2, 2026 (7 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Portfolio Reporting Analyst role at Focusfinancialpartners entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements Focusfinancialpartners has listed.