Operations Analyst

Overview

This Operations Analyst role supports a service team providing investment performance reporting solutions for the wealth management process. Responsibilities include working with a core product that retrieves and reconciles investment accounting data and provides an Internet-based application used to analyze performance.

Responsibilities

• Analyze incoming information to provide accurate and consistent data to clients
• Operate a proprietary Internet-based performance reporting application
• Complete a full reconciliation of client transactional data daily
• Complete data point research items submitted by service teams and clients
• Monitor automatic nightly data jobs for accuracy and completion
• Communicate and coordinate with internal and external groups to provide client service
• Assist with system and product development enhancements

Requirements

• Bachelor’s degree in Accounting, Business or Finance
• Finance/Accounting experience preferred
• Knowledge of Microsoft Office, including Excel
• Strong communication and organizational skills
• Problem-solving and analytical mindset

Compensation & Benefits

• Maryland expected base salary: between 60,000 USD to 65,000 USD
• Discretionary bonus and/or equity awards (such as restricted stock units or stock options) may be considered on an annual basis, based on individual and business performance and at the employer’s discretion
• Comprehensive total rewards package, including:
  • Medical, dental, and vision coverage
  • 401(k) plan with company match
  • Paid time off, holidays, and parental leave
  • Professional development reimbursement opportunity

Location

• Remote (Maryland)

Additional Information

• Applications will be accepted on an ongoing basis until the position is filled.
• Equal Employment Opportunity employer; does not discriminate based on protected characteristics under applicable discrimination laws.