Part-Time Operations Analyst - Finance & Client Services

SolomonEdwards; King of Prussia (PA); Hybrid; USD 26,000 - 34,000; Part time

Benefits offered by this job

Hybrid work arrangement

Health insurance

Sick leave

401(k)

Job summary

SolomonEdwardsGroup, LLC in King of Prussia, PA, is seeking a Part-time Operations Analyst for a fast-growing investment management firm in a hybrid role. This entry-level position supports high-net-worth clients in operational finance and offers hands-on experience with daily financial operations.

Ideal graduates in Finance, Accounting, Economics, or Mathematics will excel with strong communication, attention to detail, and proficiency in MS Office. No travel required.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or Mathematics.
• Internship, co-op, or relevant professional experience preferred.
• Strong customer service mindset and organizational skills.

Responsibilities

• Support investment account servicing and daily financial operations.
• Maintain relationships with internal and external stakeholders.
• Manage high-net-worth client requests with professionalism and accuracy.
• Identify and upscale processing issues as needed.
• Ensure compliance with firm policies and regulatory requirements.
• Adapt quickly to new systems, tools, and workflow processes.
• Maintain meticulous attention to detail in documentation and reporting.

Skills

Communication skills

Attention to detail

MS Office proficiency

Problem-solving

Client-service orientation

Adaptability

Education

Bachelor’s degree in Finance, Business, Accounting, Economics, or Mathematics

Tools

Microsoft Office Suite

Job description

SolomonEdwardsGroup, LLC in King of Prussia, PA, is seeking a Part-time Operations Analyst for a fast-growing investment management firm in a hybrid role. This entry-level position supports high-net-worth clients in operational finance and offers hands-on experience with daily financial operations.

Ideal graduates in Finance, Accounting, Economics, or Mathematics will excel with strong communication, attention to detail, and proficiency in MS Office. No travel required.