Orion Advisor Solutions
As a Cost Basis & Trading Solutions Analyst, you will serve as an expert-level resource responsible for resolving high-complexity cost basis issues, leading audit initiatives, and driving process improvements within the cost basis function. You will partner cross-functionally with Product, IT, and Operations teams to validate new platform functionality and act as a subject-matter expert for internal stakeholders. The role also involves mentoring Client Support Specialists and ensuring compliance with IRS reporting requirements and financial industry regulatory standards.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
100% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago