Careers
We’re building a firm we actually want to work at. That means real relationships and a team that trusts each other to do great work. If you’re curious, motivated, and want to grow alongside a firm that’s growing too, we’d love to meet you.
Operations Analyst - Full Time
Position Overview:
We are seeking a detail oriented Operations Analyst to provide direct support to the Director of Operations. This role is essential for ensuring accurate reporting, smooth financial processes, and compliance across the firm.
Key Responsibilities:
- Assist with client reporting, including account statements, performance reports, and reconciliations.
- Support accounting and bookkeeping tasks, including data entry, reconciliations, and transaction tracking.
- Assist in compliance activities, maintaining accurate records and supporting regulatory reporting.
- Prepare operational and financial reports for management and clients.
- Help manage workflow and priorities to ensure client and internal requests are completed accurately and on schedule.
- Identify process improvements to increase efficiency and accuracy.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- 2+ years of experience in finance, operations, or investment advisory support.
- Strong analytical mindset with exceptional attention to detail, excellent organizational and communication skills with the ability to manage multiple priorities.
- Proficient in Microsoft Excel; experience with financial/accounting systems a plus.
Why Join Us:
- Work closely with senior leadership and gain hands-on experience in investment advisory operations.
- Collaborative, professional environment with growth opportunities.
- Competitive compensation and benefits.
