Portfolio Reporting Operations Analyst

Archway Group; Indianapolis (IN); On-site; USD 50,000 - 55,000; Full time

Job summary

A financial services company in Indianapolis is seeking an Operations Analyst – Portfolio Reporting to support the reconciliation function and ensure accurate client service deliverables. Candidates should have a BA/BS in Accounting, Finance, or related fields along with strong Excel and communication skills. This full-time position offers the chance to work collaboratively across teams and grow professionally. The base pay range is between $50,000 and $55,000 annually.

Responsibilities

• Work closely with Implementation and Global Access teams.
• Perform various types of reconciliations to ensure data accuracy.
• Collect and maintain security pricing details from vendors.
• Communicate with internal and client teams to resolve issues.
• Identify processes to enhance operational efficiency.

Skills

Microsoft Excel

Accounting principles

Communication skills

Customer service

Education

BA / BS in Accounting, Finance, Economics, Mathematics

Job description

A financial services company in Indianapolis is seeking an Operations Analyst – Portfolio Reporting to support the reconciliation function and ensure accurate client service deliverables. Candidates should have a BA/BS in Accounting, Finance, or related fields along with strong Excel and communication skills. This full-time position offers the chance to work collaboratively across teams and grow professionally. The base pay range is between $50,000 and $55,000 annually.