Sr. Operations Analyst - Hybrid Remote

Job description

Description We are seeking a Sr. Operations Analyst – Hybrid Remote at our downtown Cleveland, Ohio wealth management firm. This position will support 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. This position offers work from home flexibility of up to 2 days per week after initial orientation period. Position responsibilities: - 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, ensuri...