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37 Ceritypartners Operations Jobs Hiring Near You

Ceritypartners

Operations Analyst

New York, NY · Remote

$65K - $75K/yr

Maintain a working understanding of the metrics, calculations, key user workflows, and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Billing & Revenue Analyst

Chicago, IL

$60K - $70K/yr

Collaborate across Billing, Finance, and Operations teams to drive process improvements Ideal ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Billing & Revenue Analyst

Louisville, KY · On-site

$60K - $70K/yr

Collaborate across Billing, Finance, and Operations teams to drive process improvements Ideal ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Billing & Revenue Analyst

New York, NY · On-site

$60K - $70K/yr

Collaborate across Billing, Finance, and Operations teams to drive process improvements Ideal ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Portfolio Reporting Team Lead

New York, NY · Remote

$130K - $140K/yr

Maintain a working understanding of the metrics, calculations, key user workflows, and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Family Office Associate

New York, NY

$90K - $110K/yr

Perform administrative functions and operational duties * Support of other team members Required ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

CRM Data Analyst

Louisville, KY · Remote

Maintain a working understanding of the metrics, calculations, key user workflows, and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Lead Lab Analyst II

New York, NY

$85K - $95K/yr

Sitting within our Operations organization, the analyst will work closely with the Concierge Desk ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Senior Associate Compliance

Norfolk, VA

$70K - $130K/yr

... operations, legal and finance teams to strengthen and evolve the Firm's trade surveillance and ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

Ceritypartners

Social Media Manager

New York, NY · On-site

Support social media operations, including asset management, documentation, scheduling, and ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...

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All JobsCeritypartners Operations Jobs

Ceritypartners Jobs Information

What are the key skills and qualifications needed to thrive in Operations, and why are they important?

To thrive in Operations, you need strong analytical skills, process optimization abilities, and experience in supply chain or project management, often supported by a relevant degree. Familiarity with ERP systems, workflow management tools, and certifications like Six Sigma are commonly expected. Excellent problem-solving, leadership, and communication skills help drive efficiency and foster collaboration across teams. These competencies are vital for ensuring streamlined processes, minimizing costs, and achieving organizational objectives.

What are some common challenges faced by professionals in operations roles, and how can they be effectively managed?

Professionals in operations often face challenges such as coordinating across multiple departments, adapting to fast-changing priorities, and optimizing processes under tight deadlines. Effective management of these challenges typically involves strong communication skills, proactive problem-solving, and the ability to use data to inform decisions. Building strong relationships with team members and leveraging project management tools can also help operations professionals stay organized and ensure smooth workflow. Continuous learning and adaptability are essential to thrive in this dynamic environment.

What are 'Operations' jobs?

Operations jobs focus on managing and optimizing the day-to-day activities within a business to ensure efficiency and productivity. Professionals in operations oversee processes, resources, and workflows to help organizations run smoothly and achieve their goals. Their responsibilities can range from supply chain management and logistics to process improvement and team coordination. Operations roles are essential across many industries, including manufacturing, retail, healthcare, and technology. These positions require strong organizational, problem-solving, and communication skills.

What jobs pay $3,000 a day?

High-level operations roles such as executive directors, chief operating officers, or specialized consultants in industries like finance, technology, or management can sometimes earn $3,000 or more per day, especially with extensive experience and in high-demand environments. These positions often require advanced skills, certifications, and significant responsibility, and compensation may include bonuses or profit sharing.

What is the difference between Operations vs Customer Service Representative?

AspectOperationsCustomer Service Representative
Required credentialsVaries; often includes business or management certificationsHigh school diploma or equivalent; some roles may require customer service training
Work environmentOffice settings, warehouses, or production facilitiesCall centers, retail stores, or office environments
Employer and industry usageCommon across manufacturing, logistics, and corporate sectorsCommon in retail, telecommunications, and service industries
Search and comparison intentFocuses on managing processes, logistics, and overall business operationsFocuses on assisting customers, resolving issues, and providing support

Operations roles involve managing business processes, logistics, and overall organizational efficiency, often requiring management certifications. Customer Service Representatives primarily handle customer interactions, support, and issue resolution. While both roles are essential in business operations, they differ in responsibilities, work environment, and skill requirements.

What are the most popular jobs at Ceritypartners?
What are the most popular categories at Ceritypartners?
Infographic showing various Operations job openings at Ceritypartners in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 60% Physical, 3% Hybrid, and 37% Remote job distribution.

Operations Analyst

Ceritypartners

New York, NY • Remote

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Primary Responsibilities

Support of the Addepar and Orion systems which is used for client performance reporting.This includes:

  • New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.

  • Daily update/reconciliation

  • Monitor reporting and integration of alternative assets

  • Monthly performance updates

  • Proactively monitor dashboards to ensure system integrity and data accuracy

  • Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.

  • Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.

Support the integration of new advisors onto the Orion & Addepar systems. This includes:

  • Establish the clients / accounts

  • Link to custodians

  • Conversion of history (transactions, balances and performance)

  • Reconciliation of history conversion

  • Population of custom attributes

  • In conjunction with users, create and test client packages

  • Ensure the existence of adequate internal controls and compliance with regulatory requirements

  • Assist with improvement projects, ad-hoc projects and complete assigned research projects

  • Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies

Required Qualifications:

  • 1-5 years related investment services industry experience preferred

  • Proficient in Microsoft Excel

  • Experience using Salesforce

  • Experience with portfolio accounting and performance management software such as Addepar and Orion a plus

  • Proven history of being a "self-starter," and a track record of working effectively in a remote/virtual environment, with a distributed team.

  • Ability to "manage up" and have direct, open, and progressive conversations with Management and Partners across the firm.

  • An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.

  • Team player who welcomes feedback with the goal of continuous improvement.

  • Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.

  • Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.

  • Proficiency in technology/applications a must - experience with excel required

  • Bachelor's degree required; experience in financial services preferred


Compensation:

$65,000 - $75,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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