Remote Senior Portfolio Operations Analyst – Wealth Mgmt

Turn2Partners; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4–5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively with teams. The position offers a competitive salary range of $80k-$100k annually, with opportunities for growth in a collaborative atmosphere.

Qualifications

• 4–5+ years of operations experience in an RIA or wealth management environment.
• Strong background with portfolio management/accounting systems.
• Advanced Excel skills including macros and large dataset manipulation.

Responsibilities

• Manage workflows in the Portfolio Management System, including reconciliations.
• Troubleshoot discrepancies related to account performance and billing.
• Assist with M&A system integrations and data migration.

Skills

Operations experience in an RIA or wealth management environment

Portfolio management/accounting systems knowledge

Advanced Excel skills

Strong organizational skills

Strong written and verbal communication abilities

Tools

Tamarac

Orion

Salesforce

Job description

A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4–5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively with teams. The position offers a competitive salary range of $80k-$100k annually, with opportunities for growth in a collaborative atmosphere.