Senior Financial Operations Analyst

The Senior Financial Operations Analyst plays a key role in portfolio operations, advisor services, and investment data management. This position ensures accurate, timely, and compliant handling of investment data while supporting a high-quality, advisor-focused service experience.

Responsibilities

• Provide operational leadership for portfolio operations and advisor services
• Serve as escalation point for operational and data-related issues
• Oversee onboarding and ongoing operations of alternative investments
• Ensure accuracy and integrity of portfolio and investment data
• Collaborate with advisors, custodians, investment managers, and internal teams

Qualifications

• Strong financial, analytical, and operational skills
• Experience with portfolio operations, investment data, or advisor support
• Ability to exercise independent judgment and manage complex workflows
• Excellent communication and stakeholder relationship skills