Operations Analyst

Ascendo Resources; Florida; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A growing wealth management firm in New York is seeking an entry-level Operations Analyst. This role focuses on supporting technology and operational initiatives, requiring bilingual proficiency in Spanish and English. Responsibilities include data migration, trade reconciliation, and utilizing advanced Excel skills. Competitive salary with opportunities for growth in a supportive team environment.

Qualifications

• Bilingual proficiency in Spanish and English is required.
• Strong technical skills focusing on automation and system integration.
• Exceptional proficiency with Microsoft Excel required.

Responsibilities

• Apply programming knowledge to create scalable data workflows.
• Assist with data migration between platforms.
• Support daily operations including trade reconciliation.

Skills

Bilingual proficiency in Spanish and English

Strong computer skills and technical acumen

Exceptional proficiency with Microsoft Excel

Knowledge of Investments

Education

Bachelor's degree in Finance, Accounting, or Computer Science

Tools

Microsoft Excel

Job description

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $65,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Ascendo Resources

Amazing Opportunity for an Up-and-Coming Operations Analyst in Wealth Management

Ascendo is excited to present this opportunity in the financial services industry. We are seeking a highly motivated and detail-oriented Operations Analyst to join a growing wealth management firm. This is a critical, entry-level role, vital to the success of ongoing technology and operational initiatives. The ideal candidate will have a strong technical aptitude, be bilingual in Spanish and English, and possess a foundational understanding of investments and financial accounts. This role is perfectly suited for a candidate focused on long-term career growth within a back-office support function.

Responsibilities

• Applying basic programming knowledge to create efficient and scalable data workflow solutions.
• Assisting with the migration of data and investment accounts between technology platforms.
• Supporting daily operations, including trade reconciliation, performance reporting, and data management.
• Collaborating with the technology team to troubleshoot system issues and ensure accurate client and firm reporting.
• Utilizing advanced Excel skills for data manipulation, reconciliation, and creating reports.

Qualifications

• Bilingual proficiency in Spanish and English is required.
• Strong computer skills and technical acumen, with a focus on automation and system integration.
• Exceptional proficiency with Microsoft Excel (e.g., pivot tables, VLOOKUPs, complex formulas).
• Demonstrated knowledge of Investments (e.g., security types, account structures, performance calculation).
• A Bachelor's degree in a quantitative field such as Finance, Accounting, B.A., or Computer Science (with an interest in investments).
• A background in financial services operations or a related field is a plus.
• Competitive base salary with the potential for a performance-based annual bonus.
• A team-oriented and supportive environment focused on high-level operational efficiency.
• Opportunities for professional growth and training within the operations function.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave

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