Practice Management Analyst

Beacon-Pointe-Advisors; United States; Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

Beacon Pointe Advisors, a national Registered Investment Advisor, seeks a detail-oriented Practice Management Analyst to support operational excellence across local offices. The role focuses on data analysis, process improvement, performance monitoring, resource planning, and strategic support to enhance service delivery and scalability.

The candidate will collect and analyze data, develop dashboards, track KPIs, and collaborate on migrations and scalable service models.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field.
• Minimum of 2 years of professional experience in operations, data analysis, or related role.
• Strong analytical, investigative, and critical thinking skills.
• Advanced proficiency in Microsoft Excel; experience with relational databases preferred.
• Excellent written and verbal communication skills, especially in technical writing.

Responsabilités

• Data analysis: collect and analyze operational data from local offices to identify trends and improvement opportunities.
• Develop and maintain dashboards and reports to support leadership decisions.
• Perform data audits and reconciliations across key systems for accuracy.
• Process improvement: review current operational processes and recommend enhancements based on data insights.
• Document and communicate process changes to relevant teams and collaborate with centralized services and local offices to implement improvements.
• Performance monitoring: track KPIs for office operations and prepare monthly performance summaries for leadership.
• Resource planning: support forecasting for staffing and resource allocation based on data and business needs.
• Strategic support: contribute to design and implementation of scalable segmentation and service models.

Connaissances

Data analysis

Analytical thinking

Excel

Communication

Formation

Bachelor’s degree in Finance, Business, Economics

Outils

Relational databases

Description du poste

Job Description

Beacon Pointe Advisors is seeking a detail-oriented and analytical Practice Management Analyst to support operational excellence across our local offices. This role will focus on data analysis, process improvement, performance monitoring, resource planning, and strategic support to enhance service delivery and operational scalability.

Responsibilities, including but not limited to:

• Data Analysis
  • Collect and analyze operational data from local offices to identify trends, inefficiencies, and improvement opportunities.
  • Develop and maintain dashboards and reports to support leadership decision-making and advisory needs.
  • Perform data audits and reconciliations across key systems, ensuring accuracy and consistency.
• Process Improvement
  • Review current operational processes and recommend enhancements based on data insights.
  • Document and communicate process changes to relevant teams.
  • Collaborate with centralized services and local offices to implement improvements and monitor adoption.
• Performance Monitoring
  • Track key performance indicators (KPIs) for office operations.
  • Prepare monthly performance summaries and trend analyses for leadership review.
• Resource Planning
  • Support forecasting efforts for staffing and resource allocation based on operational data and business needs.
  • Assist in migration projects as systems, vendors, and processes evolve.
• Strategic Support
  • Contribute to the design and implementation of scalable segmentation and service models.
  • Translate strategic concepts into tactical results using advanced mental models.
• Other duties as assigned

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 2 years of professional experience in operations, data analysis, or a related role.
• Strong analytical, investigative, and critical thinking skills.
• Advanced proficiency in Microsoft Excel; experience with relational databases preferred.
• Excellent written and verbal communication skills, especially in technical writing.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.