Wealth Management Operations Analyst

Top-Tier Investment Advisory Firm is Seeking a Wealth Management Operations Analyst!

Responsibilities

• Responsible for delivering integrated financial oversight across asset allocation, liquidity management, and broader strategic planning to our clients
• Coordinate client workflows, including deliverables and requests, and partner with internal teams across reporting, investments, and operations
• Maintain and actively monitor client wealth systems, including asset allocation, performance, and liquidity, to support accurate, real-time decision-making
• Own the organization, maintenance, and synthesis of client information and data to support consistent, high-quality portfolio oversight

Qualifications

• Bachelor's Degree
• 1-3 years experience working in wealth management, supporting high net worth clients