Hybrid Senior Investment Operations & Analytics Lead

Advisor Group Inc.; Falls Church (VA); Hybride; USD 120 000 - 160 000; Plein temps

Résumé du poste

Osaic is seeking a Senior Investment Operations Analyst to build, automate, and scale the firm’s investment infrastructure. The role leads complex operational analysis and supports portfolio management, reporting, data integrity, and systems integration across investment and advisory platforms.

This position collaborates with Advisory, Investment, Service, Technology, and Compliance teams to optimize workflows, strengthen reporting accuracy, and drive automation across the investment lifecycle.

Qualifications

• Bachelor's degree preferred in Finance, Economics, Accounting, Business.
• 4-6 years in investment operations or related analytical role.
• Proficiency with Excel and SQL; experience with Power BI or Tableau.
• Experience with automation using Python, R, or VBA.
• Experience with core wealth management apps is a plus.

Responsabilités

• Lead and oversee daily reconciliation across custodians and portfolio systems, ensuring accuracy and timely resolution of exceptions.
• Research and resolve complex cash, position, performance, and transaction discrepancies with custodians and internal stakeholders.
• Manage portfolio implementation workflows including rebalancing support and escalation of operational exceptions.
• Monitor and validate data integrity across systems to ensure consistent reporting and investment platform data.
• Prepare and maintain compliance- and audit-related documentation tied to trading and portfolio operations.
• Develop Power BI dashboards and Excel-based models to deliver actionable investment insights.
• Analyze portfolio trends, liquidity, capital calls, cash flows, and private investment reporting.
• Identify root causes and risks, recommending practical solutions to management and partners.
• Design and implement process improvements that automate manual workflows and anomaly detection.
• Lead system integrations across CRM, portfolio accounting, reporting, and investment platforms.
• Build scalable reporting dashboards and data models to enhance decision-making.

Connaissances

Advanced Excel

SQL

Power BI

Tableau

Python

VBA

Formation

Bachelor's degree in Finance, Economics, Accounting, or Business

High School Diploma or GED

Outils

Black Diamond

Salesforce

CAIS

YCharts

Powder

Description du poste

Osaic is seeking a Senior Investment Operations Analyst to build, automate, and scale the firm’s investment infrastructure. The role leads complex operational analysis and supports portfolio management, reporting, data integrity, and systems integration across investment and advisory platforms.

This position collaborates with Advisory, Investment, Service, Technology, and Compliance teams to optimize workflows, strengthen reporting accuracy, and drive automation across the investment lifecycle.