Finance Operations Analyst - Onboarding & Data Validation

LHH; Chandler (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Commuter benefits

401K plan

EAP program

Voluntary benefits

Job summary

LHH is seeking an Operations Analyst to join a leading financial services firm’s Performance Operations team. You’ll support client onboarding, review investment data, and assist institutional consulting teams in a fast-paced environment.

The role requires experience in financial operations, strong Excel skills, and excellent communication. Training is onsite five days a week for six weeks, followed by a hybrid schedule of three days onsite and two days working from home.

Qualifications

• Experience in financial operations within a financial institution.
• Knowledge of investment products and investment vehicles.
• Customer service experience with strong communication.
• Intermediate Excel proficiency with strong attention to detail.
• Ability to review financial data and identify discrepancies.
• Finance coursework is a plus.
• Experience with broker-dealer or financial advisory teams preferred.
• Strong organizational and collaborative skills in a fast-paced environment.

Responsibilities

• Support client onboarding across performance platforms.
• Review and validate investment performance data and returns for accuracy.
• Respond to inquiries and provide operational support to institutional consulting teams.
• Assist with daily operational activities and resolve data discrepancies.
• Use Excel for data review, validation, and reporting.
• Collaborate with internal teams to ensure smooth onboarding processes and accurate performance reporting.

Skills

Ops experience

Customer service

Attention to detail

Communication

Team collaboration

Tools

Excel

Job description

LHH is seeking an Operations Analyst to join a leading financial services firm’s Performance Operations team. You’ll support client onboarding, review investment data, and assist institutional consulting teams in a fast-paced environment.

The role requires experience in financial operations, strong Excel skills, and excellent communication. Training is onsite five days a week for six weeks, followed by a hybrid schedule of three days onsite and two days working from home.