Private Markets Reporting & Operations Manager at Clearstead Advisors LLC

Cleveland, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private markets operations, Portfolio reporting, Data reconciliation, Arch platform, Orion, Addepar, PARis, Subscription workflows, Capital call execution, Performance reporting, Data mapping, Automation, AI tools, Data analytics, Team leadership, Process improvement

Industry

Financial Services

Description

Description We are seeking a Private Markets Reporting & Operations Manager at our downtown, Cleveland, Ohio wealth management firm to oversee the end-to-end operational and reporting lifecycle for private market investments. This role is responsible for managing subscription workflows, onboarding clients and investments onto the Arch platform, and ensuring accurate integration, linking, and reporting across portfolio accounting systems including Orion, Addepar, and PARis. The individual will serve as a key liaison across external fund managers, GLAS, the investment office, and external vendors to drive efficiency, accuracy, and scalability in private markets operations. This position offers work from home availability 2 days per week after initial orientation period. Position responsibilities: Own the full lifecycle of private markets operational workflows, including subscription document coordination, onboarding onto Arch and PAS platforms, and capital call execution Oversee data integration, reconciliation, and linkage of private market investments across systems, including Orion, Addepar, and PARis. Ensure accurate and timely performance reporting, capital activity, and valuation updates. Establish and maintain standardized processes and controls to improve data quality, transparency, and operational efficiency. Act as the primary POC for system enhancements, vendor relationships, and platform optimization initiatives. Monitor and resolve data discrepancies, breaks, and reporting issues across systems. Lead, mentor, and develop a team supporting private markets operations and reporting. Stay informed on industry trends, platform capabilities, and emerging technologies (including AI) to enhance workflows and reporting capabilities. Requirements The successful candidate will have: 5-7 years of experience in private markets or portfolio reporting & operations within a wealth management or RIA environment. Deep understanding of private market investment structures, subscription, and capital activity. Hands-on experience with platforms such as Arch, Orion, Addepar, and/or PARis. Strong knowledge of portfolio accounting, performance reporting, and data reconciliation Proven ability to manage complex workflows and lead cross-functional initiatives. Strong attention to detail with a focus on accuracy and process improvement. Management experience preferred. Familiarity with system integrations, data mapping/ automation, and AI and data analytics tools Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging An opportunity to work with high-profile private clients and institutions across the country A competitive base salary with an incentive bonus program 401(k) Savings plan with company contributions Health, Dental, Vision, and Long-term disability insurances Generous paid time off program We are Clearstead…an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.

Responsibilities

The manager will oversee the end-to-end operational and reporting lifecycle for private market investments, including subscription workflows and capital call execution. They will also lead a team to ensure accurate data integration and performance reporting across multiple portfolio accounting systems.