Hybrid Operations Specialist — Financial Analytics

Composition Wealth; Seattle (WA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan with employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

An independent investment advisory firm is seeking an Operations Specialist for their Seattle office. This full-time position involves managing financial operations and ensuring seamless execution of back-office functions. Candidates should possess strong analytical skills and proficiency in financial systems like Black Diamond and Orion. The role offers competitive compensation and a hybrid work environment.

Qualifications

• Minimum of 2 years of relevant experience.
• Background in financial services is preferred.

Responsibilities

• Manage Black Diamond data to ensure accurate portfolio performance reporting.
• Conduct research and analysis on performance calculations.
• Reconcile data between Orion and other systems.
• Develop and maintain client portals.

Skills

Analytical skills

Financial systems proficiency

Time management

Problem-solving

Education

College degree or equivalent experience

Tools

Black Diamond

Orion

Job description

An independent investment advisory firm is seeking an Operations Specialist for their Seattle office. This full-time position involves managing financial operations and ensuring seamless execution of back-office functions. Candidates should possess strong analytical skills and proficiency in financial systems like Black Diamond and Orion. The role offers competitive compensation and a hybrid work environment.