Sr. Operations Analyst

Clearstead Advisors LLC; Cleveland (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

Clearstead Advisors LLC is seeking a Sr. Operations Analyst to support the Operations team with account onboarding, portfolio accounting maintenance, and reliable reporting across daily, monthly, and quarterly cycles.

The role partners with internal teams and custodians to resolve exceptions, maintain data integrity, and drive process improvements. You will oversee data configuration, reconciliations, and production of standardized outputs.

Qualifications

• Bachelor’s degree or equivalent relevant experience in finance or analytics.
• 3–5 years in financial services or wealth management operations.
• Ability to analyze and resolve complex problems independently.
• Strong attention to detail and accuracy.
• Experience working with custodians and cross-functional teams.

Responsibilities

• Lead key operational processes to ensure daily, monthly, and quarterly workflows run smoothly.
• Onboard and set up new accounts and maintain data in portfolio accounting and reporting systems.
• Monitor data feeds, ensure timely updates, and resolve exceptions with custodians.
• Produce standardized monthly and quarterly reporting and related deliverables.
• Document procedures and train Operations Analysts to enable cross-coverage.
• Handle account closures and client offboarding per procedures.
• Support data aggregation setup and maintenance for reporting workflows.
• Identify and implement process improvements to enhance controls.

Skills

Analytical thinking

Attention to detail

Cross-functional collaboration

Communication skills

Time management

Orion Advisor Technology

Education

Bachelor’s degree in Business, Finance, Data Analytics, or related field

Tools

Orion Advisor Technology

Job description

Description

The Sr. Operations Analyst supports the Operations team in complex functions including account onboarding and setup, maintenance of portfolio accounting and reporting systems, standardized reporting, transaction processing, and manual account/performance reconciliation. This role partners with internal teams and custodians to resolve exceptions and maintain accurate client and investment data across daily, monthly, and quarterly workflows.

Responsibilities:

Lead key operational processes and execute complex departmental tasks to keep daily, monthly, and quarterly workflows running efficiently.

Train and develop Operations Analysts; document procedures to support consistency and cross-coverage; drive continuous improvement.

Perform account onboarding, setup, and ongoing maintenance across portfolio accounting and reporting systems, including account/household setup and required data configuration.

Maintain data integrity by monitoring feeds, ensuring timely updates, and researching/resolving exceptions.

Create and monitor new asset setups and classifications to support accurate accounting and reporting.

Process standard operational transactions using established procedures, including transaction entry and quality checks.

Perform manual account and performance reconciliations; investigate breaks and work with custodians to resolve discrepancies.

Monitor alternative investments; enter related transactions across reporting systems; maintain supporting documentation.

Produce monthly and quarterly standardized reporting and related operational deliverables.

Assist with data aggregation setup and maintenance to support reporting and operational workflows.

Save and organize custodial statements and alternative investment documents; maintain accurate and complete records.

Assist with daily production activities and execute ad hoc requests in support of the Operations team.

Process account closing and client offboarding in accordance with established procedures.

Follow departmental policies and procedures and recommend enhancements to improve efficiency and controls.

Other duties and projects as assigned to support the team.

Requirements

Skills and Experience

Bachelor’s degree in Business, Finance, Data Analytics, or a related field (or equivalent relevant experience).

3–5 years of experience in financial services or wealth management operations.

Demonstrated ability to analyze and resolve complex problems independently; strong attention to detail.

Ability to work in a fast-paced environment managing multiple requests and priorities and meeting deadlines.

Ability to communicate and work well amongst cross-functional teams and external partners (including custodians).

Strong organizational and interpersonal skills; excellent written and verbal communication.

Working knowledge of portfolio accounting and reporting systems, reconciliations, and alternative investment processing; experience with Orion Advisor Technology preferred.