Description The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems ...
Description The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems ...
Sr. Operations Analyst
Cleveland, OH · On-site
$70K - $95K/yr
Job Type Full-time Description The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting ...
Sr. Operations Analyst
Cleveland, OH · On-site
$70K - $95K/yr
Job Type Full-time Description The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting ...
Sr. Operations Analyst
Cleveland, OH · On-site
Description: The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems ...
New
Sr. Operations Analyst
Cleveland, OH · On-site
Description: The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems ...
New
Revenue Administration - Senior Operations Analyst
Brooklyn, OH · Hybrid
$63K - $96K/yr
The Senior Operations Analyst works in partnership with leadership and possesses functional expertise to drive or analyze operational or operational support processes. Provide advanced level support ...
New
Revenue Administration - Senior Operations Analyst
Brooklyn, OH · Hybrid
$63K - $96K/yr
The Senior Operations Analyst works in partnership with leadership and possesses functional expertise to drive or analyze operational or operational support processes. Provide advanced level support ...
New
Operations Analyst Sr
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
Operations Analyst Sr
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
Operations Analyst Sr
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
Operations Analyst Sr
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
MTSI is seeking an Operations Analyst, Senior Principal who will provide operational analysis and modeling and simulation support for acquisition and technology development programs focused on ...
MTSI is seeking an Operations Analyst, Senior Principal who will provide operational analysis and modeling and simulation support for acquisition and technology development programs focused on ...
Operations Analyst Sr
Cleveland, OH · On-site
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
Operations Analyst Sr
Cleveland, OH · On-site
$37K - $62K/yr
The Operations Analyst Sr (Asset Transfer Analyst Sr.) is responsible for processing routine and complex asset transfer transactions accurately, efficiently, and in compliance with regulatory ...
C.H. Robinson is seeking a Senior Revenue Operations Analyst to join our Sales team. In this role you will improve commercial performance by identifying where sales execution is limiting results ...
C.H. Robinson is seeking a Senior Revenue Operations Analyst to join our Sales team. In this role you will improve commercial performance by identifying where sales execution is limiting results ...
Senior Commercial Operations Analyst
Cleveland, OH · On-site +1
Senior Commercial Operations Analyst Location: * Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome ...
Senior Commercial Operations Analyst
Cleveland, OH · On-site +1
Senior Commercial Operations Analyst Location: * Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome ...
Senior Operations Business Analyst
$89K - $115K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Senior Operations Business Analyst
$89K - $115K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Sr Revenue Operations Analyst
Cincinnati, OH · Remote
$78K - $123K/yr
Partners with Sales, Marketing, Revenue Operations, Analytics, Technology, and other stakeholders ... Supports projects and initiatives independently with limited direction or guidance from senior team ...
Sr Revenue Operations Analyst
Cincinnati, OH · Remote
$78K - $123K/yr
Partners with Sales, Marketing, Revenue Operations, Analytics, Technology, and other stakeholders ... Supports projects and initiatives independently with limited direction or guidance from senior team ...
Senior Operations Business Analyst
Columbus, OH · On-site
$89K - $115K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Senior Operations Business Analyst
Columbus, OH · On-site
$89K - $115K/yr
Senior Operations Business Analyst Location: OH - Columbus What you'll do: As a Senior Operations Business Analyst, you'll lead and oversee a full range of strategic activities to ensure operational ...
Senior Operations Manager
$80K - $90K/hr
SENIOR OPERATIONS MANAGER WHO ARE WE?: The Jewish Federation of Cincinnati (JFC), the backbone ... Analysis of data * Data Systems Management: Manage Data Systems Administrator * Experience ...
Senior Operations Manager
$80K - $90K/hr
SENIOR OPERATIONS MANAGER WHO ARE WE?: The Jewish Federation of Cincinnati (JFC), the backbone ... Analysis of data * Data Systems Management: Manage Data Systems Administrator * Experience ...
Operations Analyst
Beavercreek, OH · On-site
The analyst conducts research, interprets policy, develops reports and briefings, tracks suspense items, and advises senior leadership on operational processes and initiatives. Key Responsibilities:
Operations Analyst
Beavercreek, OH · On-site
The analyst conducts research, interprets policy, develops reports and briefings, tracks suspense items, and advises senior leadership on operational processes and initiatives. Key Responsibilities:
Operations Analyst
Beavercreek, OH · On-site
The analyst conducts research, interprets policy, develops reports and briefings, tracks suspense items, and advises senior leadership on operational processes and initiatives. Key Responsibilities:
Operations Analyst
Beavercreek, OH · On-site
The analyst conducts research, interprets policy, develops reports and briefings, tracks suspense items, and advises senior leadership on operational processes and initiatives. Key Responsibilities:
Legal Operations Analyst
Cincinnati, OH · Hybrid
$38/hr
... senior team members when necessary and provide appropriate follow-up Candidates for Legal Operations Analyst must meet the following requirements to be considered: · Experience supporting payroll ...
Quick apply
Legal Operations Analyst
Cincinnati, OH · Hybrid
$38/hr
... senior team members when necessary and provide appropriate follow-up Candidates for Legal Operations Analyst must meet the following requirements to be considered: · Experience supporting payroll ...
Senior Accounting Operations Analyst
$75K - $95K/yr
As a Senior Accounting Operations Analyst, you'll play a key role in building scalable, well‑controlled accounting operations that support TQL's continued growth. This position blends strong ...
Senior Accounting Operations Analyst
$75K - $95K/yr
As a Senior Accounting Operations Analyst, you'll play a key role in building scalable, well‑controlled accounting operations that support TQL's continued growth. This position blends strong ...
Senior Operations Manager
Cincinnati, OH · On-site
$90 - $120/hr
SENIOR OPERATIONS MANAGER WHO ARE WE? The Jewish Federation of Cincinnati (JFC), the backbone ... Tracking, Reporting & Analysis of data * Data Systems Management: Manage Data Systems Administrator
Senior Operations Manager
Cincinnati, OH · On-site
$90 - $120/hr
SENIOR OPERATIONS MANAGER WHO ARE WE? The Jewish Federation of Cincinnati (JFC), the backbone ... Tracking, Reporting & Analysis of data * Data Systems Management: Manage Data Systems Administrator
Senior Operations Research Analyst
$109K - $110K/yr
Senior Operations Research Analyst This position will support the AFSC Consolidated Sustainment Activity Group Supply resources in the performance of financial, technical, analytical and reporting ...
Senior Operations Research Analyst
$109K - $110K/yr
Senior Operations Research Analyst This position will support the AFSC Consolidated Sustainment Activity Group Supply resources in the performance of financial, technical, analytical and reporting ...
Senior Operations Analyst information
See Ohio salary details
$39K - $46.8K
2% of jobs
$46.8K - $54.6K
3% of jobs
$54.6K - $62.4K
5% of jobs
$62.4K - $70.3K
10% of jobs
$74.7K is the 25th percentile. Wages below this are outliers.
$70.3K - $78.1K
7% of jobs
$78.1K - $85.9K
14% of jobs
The median wage is $89.6K / yr.
$85.9K - $93.7K
18% of jobs
$101.6K is the 75th percentile. Wages above this are outliers.
$93.7K - $101.6K
16% of jobs
$101.6K - $109.4K
13% of jobs
$109.4K - $117.2K
8% of jobs
$117.2K - $125K
4% of jobs
$39K
$90.6K
$125K
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Job description
Description
The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems, standardized reporting, transaction processing, and manual account/performance reconciliation. This role partners with internal teams and custodians to resolve exceptions and maintain accurate client and investment data across daily, monthly, and quarterly workflows.
Lead key operational processes and execute complex departmental tasks to keep daily, monthly, and quarterly workflows running efficiently.
Train and develop Operations Analysts; document procedures to support consistency and cross-coverage; drive continuous improvement.
Perform account onboarding, setup, and ongoing maintenance across portfolio accounting and reporting systems, including account/household setup and required data configuration.
Maintain data integrity by monitoring feeds, ensuring timely updates, and researching/resolving exceptions.
Create and monitor new asset setups and classifications to support accurate accounting and reporting.
Process standard operational transactions using established procedures, including transaction entry and quality checks.
Perform manual account and performance reconciliations; investigate breaks and work with custodians to resolve discrepancies.
Monitor alternative investments; enter related transactions across reporting systems; maintain supporting documentation.
Produce monthly and quarterly standardized reporting and related operational deliverables.
Assist with data aggregation setup and maintenance to support reporting and operational workflows.
Save and organize custodial statements and alternative investment documents; maintain accurate and complete records.
Assist with daily production activities and execute ad hoc requests in support of the Operations team.
Process account closing and client offboarding in accordance with established procedures.
Follow departmental policies and procedures and recommend enhancements to improve efficiency and controls.
Other duties and projects as assigned to support the team.
Requirements
Skills and ExperienceBachelor's degree in Business, Finance, Data Analytics, or a related field (or equivalent relevant experience).
3-5 years of experience in financial services or wealth management operations.
Demonstrated ability to analyze and resolve complex problems independently; strong attention to detail.
Ability to work in a fast-paced environment managing multiple requests and priorities and meeting deadlines.
Ability to communicate and work well amongst cross-functional teams and external partners (including custodians).
Strong organizational and interpersonal skills; excellent written and verbal communication.
Working knowledge of portfolio accounting and reporting systems, reconciliations, and alternative investment processing; experience with Orion Advisor Technology preferred.
About Clearstead
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Cleveland, OH, US
Year founded
1989