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Platform Operations Specialist

We are looking for a dedicated and motivated Operations Analyst to join our team. This role will focus on assisting our organization in the implementation, daily operation, and optimization of portfolio management platforms specifically designed to support wealth management firms and registered investment advisors (RIAs). The ideal candidate will have a strong background in wealth management technology and experience within the financial services industry.

Key Responsibilities:

• Implementation Support: Assist in the setup and configuration of portfolio management platforms to ensure seamless integration with existing systems.
• Operational Assistance: Provide ongoing support for daily operations, including troubleshooting and resolving platform-related issues.
• Optimization: Analyze platform usage and identify opportunities for enhancement to improve efficiency and effectiveness.
• Documentation: Create and maintain documentation, including user guides and standard operating procedures for platform usage.
• Collaboration: Work closely with our client facing team members to gather feedback and implement improvements based on user experience and operational needs.
• Platform Updates: Stay informed about platform updates, new features, and industry trends to ensure our team is utilizing the tools effectively.

Required Qualifications:

• Education: Bachelor’s degree in Finance, Business, or a related field.
• Experience: 3+ years of experience in operations analysis, financial analysis, or a related role, preferably within 
the fintech industry.
• Technical Skills: Advanced proficiency in Microsoft Excel and other analytical tools.
• Problem-Solving: Excellent analytical and problem-solving skills with a keen attention to detail.
• Communication: Strong verbal and written communication skills to effectively convey technical information to 
non-technical team members.
• Team Player: Ability to collaborate effectively within a team environment and support colleagues in achieving 
common goals.
• Initiative: Quick learner who takes initiative and is proactive in identifying and addressing challenges.

Preferred Qualifications:

• Diverse Platform Experience: Familiarity with portfolio management platforms (Black Diamond, Orion, Addepar, and Tamarac) is a plus.
• Big 4 Experience: Prior work experience at a Big 4 financial firm or similar organization.
• Financial Services: Experience working directly with RIAs or in the Financial Services Industry.

Key Attributes:

• Proactive Mindset: Demonstrates a strong work ethic and a willingness to take on new challenges.
• Detail-Oriented: Committed to accuracy and thoroughness in all tasks.
• Adaptability: Ability to manage multiple projects, prioritize effectively, and adapt to changing environments.
• Supportive Nature: Customer-focused mindset with a passion for helping team members succeed.

This internal role presents an exciting opportunity to leverage your expertise to enhance our team’s capabilities and improve operational efficiency. If you are passionate about technology and financial services, we encourage you to apply!

Operations Analyst –

We are looking for a dedicated and motivated Operations Analyst to join our team. This role will focus on assisting our organization in the analysis and reconciliation of financial data. The ideal candidate will have a strong background in reconciliation, be detail oriented, have knowledge of financial data and RIAs, work with custodians and their performance reporting platforms.

Key Responsibilities:

• Analysis: Analyze/Reconcile operational data notating any anomalies along with possible solutions.
• Documentation: Document ongoing updates to processes as needed.
• Collaboration: Work closely with cross-functional teams to remediate anomalies found during reconciliation.
• Support: Support project management efforts related to operational improvements and technology deployments.

Required Qualifications:

• Education: Bachelor’s degree in Finance, Business, or a related field.
• Experience: 0-3 years of experience in operations analysis, financial analysis, or a related role, preferably within the fintech industry.
• Technical Skills: Proficiency in data analysis tools (e.g., Excel)
• Problem-Solving: Strong analytical and problem-solving skills.
• Communication: Excellent communication and interpersonal skills.
• Team Player: Ability to collaborate effectively within a team environment and support colleagues in achieving 
common goals.
• Initiative: Quick learner who takes initiative and is proactive in identifying and addressing challenges.
• Multi-Tasking: Ability to manage multiple tasks and projects in a fast-paced environment.
• Detail Oriented: Focus on accuracy and process improvement.

Preferred Qualifications:

• Reconciliation:  Prior experience with reconciling financial data.
• Excel: Experience working/navigating in excel (Intermediate level).
• Financial Services: Knowledge of financial industry.

Key Attributes:

• Proactive Mindset: Demonstrates a strong work ethic and a willingness to take on new challenges.
• Detail-Oriented: Committed to accuracy and thoroughness in all tasks.
• Adaptability: Ability to manage multiple projects, prioritize effectively, and adapt to changing environments.
• Supportive Nature: Customer-focused mindset with a passion for helping team members succeed.

• Competitive salary based on experience.
• Available Insurance and 401k
• Paid time off and holidays.
• Opportunities for professional growth and development.

This internal role presents an exciting opportunity to leverage your expertise to enhance our team’s capabilities and improve operational efficiency. If you are passionate about technology and financial services, we encourage you to apply!

Operations Analyst – Alternative Investments

We are looking for a dedicated and motivated Data Analyst to join our team. This role will focus on assisting our organization in the analysis and reconciliation of financial data focusing on alternative investments.  The ideal candidate will have a strong background in alternative investments, be detail oriented, have knowledge of financial data and how RIAs work with custodians and their performance reporting platforms.

Key Responsibilities:

• Analysis: Analyze/Reconcile operational data related to alternative assets, this will include comparing third party systems to the Advisors Performance reporting platforms, setting up new alternative investments in Performance reporting platforms and navigating fund portals for documents.
• Documentation: Document ongoing updates to processes as needed.
• Collaboration: Work closely with cross-functional teams to remediate anomalies found during reconciliation.
• Support: Support project management efforts related to operational improvements and technology deployments.

Required Qualifications:

• Education: Bachelor’s degree in Finance, Business, or a related field.
• Experience: 1-3 years of experience with alternative investments, reconciliation and knowledge of financial data.
• Technical Skills: Proficiency in data analysis tools (e.g., Excel)
• Problem-Solving: Strong analytical and problem-solving skills
• Communication: Excellent communication and interpersonal skills.
• Team Player: Ability to collaborate effectively within a team environment and support colleagues in achieving common goals.
• Initiative: Quick learner who takes initiative and is proactive in identifying and addressing challenges.
• Multi-Tasking: Ability to manage multiple tasks and projects in a fast-paced environment.
• Detail Oriented: Focus on accuracy and process improvement.

Preferred Qualifications:

• Alternative Investments:  Prior knowledge of all types of alternative investments, including but not limited to Private Equity, Hedge Funds, Private Real Estate, Commodities.
• Reconciliation:  Prior experience with reconciling financial data
• Excel: Experience working/navigating in excel (Intermediate level).
• Financial Services: Knowledge of financial industry

Key Attributes:

• Proactive Mindset: Demonstrates a strong work ethic and a willingness to take on new challenges.
• Detail-Oriented: Committed to accuracy and thoroughness in all tasks.
• Adaptability: Ability to manage multiple projects, prioritize effectively, and adapt to changing environments.
• Supportive Nature: Customer-focused mindset with a passion for helping team members succeed.

Benefits:

• Competitive salary based on experience.
• Available Insurance and 401k
• Paid time off and holidays.
• Opportunities for professional growth and development.

This internal role presents an exciting opportunity to leverage your expertise to enhance our team’s capabilities and improve operational efficiency. If you are passionate about technology and financial services, we encourage you to apply!