Operations Analyst - Asset & Wealth Management Data & Risk

Spectraforce Technologies; Salt Lake City (UT); On-site; USD 60,000 - 90,000; Full time

Job summary

Spectraforce Technologies seeks an Operations Analyst to support Asset & Wealth Management reporting, risk monitoring, and cross-functional collaboration in Salt Lake City. The role emphasizes accuracy, Excel prowess, and data-driven decision support for client materials and operational efficiency.

The ideal candidate has 1–5 years of experience, strong communication skills, and a collaborative mindset to handle complex client reporting and risk controls across teams.

Qualifications

• 1 to 5 years of relevant professional experience.
• Advanced proficiency in Microsoft Excel, with ability to learn new software.
• Strong attention to detail and ability to produce high-accuracy materials under tight deadlines.
• Excellent written and oral communication, interpersonal, and consensus-building skills.

Responsibilities

• Client Reporting & Deliverables: Produce complex, customized client materials with accuracy.
• Risk & Controls Monitoring: Build dashboards to monitor portfolio risk and exposure metrics for compliance.
• Cross-Functional Collaboration: Partner with product groups, regions, and teams to streamline workflows.

Skills

Excel

Data analytics

Attention to detail

Client reporting

Cross-functional collaboration

Communications

Education

CFA designation (progress toward)

Tools

Bloomberg

Python

Tableau

Job description

Spectraforce Technologies seeks an Operations Analyst to support Asset & Wealth Management reporting, risk monitoring, and cross-functional collaboration in Salt Lake City. The role emphasizes accuracy, Excel prowess, and data-driven decision support for client materials and operational efficiency.

The ideal candidate has 1–5 years of experience, strong communication skills, and a collaborative mindset to handle complex client reporting and risk controls across teams.