Senior Operations Analyst - Hybrid Remote

Overview

We are seeking a Senior Operations Analyst - Hybrid Remote at our downtown Cleveland, Ohio wealth management firm. This role supports the Operations team across complex functions, including account onboarding and setup, portfolio accounting and reporting systems maintenance, standardized reporting, transaction processing, and account and performance reconciliation.

In Short

• Lead key operational processes and execute complex work across daily, monthly, and quarterly workflows.
• Perform account onboarding, setup, and maintenance across portfolio accounting and reporting systems.
• Maintain data integrity by monitoring feeds and resolving exceptions.
• Process transactions, perform reconciliations, and investigate discrepancies.
• Monitor alternative investments and ensure accurate accounting and reporting.
• Produce monthly and quarterly reporting deliverables.
• Train and mentor Operations Analysts.
• Support daily production activities and recommend improvements.
• Perform other duties and projects as assigned.

Requirements

• Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
• 3–5 years of experience in financial services or wealth management operations.
• Ability to analyze and resolve complex problems independently.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Working knowledge of portfolio accounting and reporting systems.
• Commitment to company values.

Benefits

• A flat organizational structure fostering creative thinking.
• Professional growth opportunities in a dynamic industry.
• 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.