Senior Operations Analyst - Financial Data & Reconciliations

Clearstead; Cleveland (OH); On-site; USD 75,000 - 98,000; Full time

Job summary

Clearstead is seeking a Sr. Operations Analyst to support the Operations team with onboarding, setup, and ongoing maintenance of portfolio accounting and reporting systems.

The role requires processing transactions, reconciliations, and producing standardized monthly and quarterly reports, while ensuring data integrity across multiple workflows. You will collaborate with custodians and internal teams to resolve exceptions, lead process improvements, and mentor junior analysts in a fast-paced

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 3–5 years of experience in financial services or wealth management operations.
• Ability to analyze and resolve complex problems independently and meet deadlines.

Responsibilities

• Lead key operational processes to keep daily, monthly, and quarterly workflows running smoothly.
• Train and develop Analysts; document procedures for consistency and cross-coverage.
• Perform onboarding, setup, and maintenance across portfolio accounting and reporting systems.

Skills

Attention to detail

Cross-functional communication

Time management

Data analysis

Problem solving

Education

Bachelor’s degree in Business, Finance, Data Analytics

Tools

Orion Advisor Technology

Job description

Clearstead is seeking a Sr. Operations Analyst to support the Operations team with onboarding, setup, and ongoing maintenance of portfolio accounting and reporting systems.

The role requires processing transactions, reconciliations, and producing standardized monthly and quarterly reports, while ensuring data integrity across multiple workflows. You will collaborate with custodians and internal teams to resolve exceptions, lead process improvements, and mentor junior analysts in a fast-paced