Strategic Operations Analyst

Talentify; New York (NY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire Advisors is seeking an Analyst to support organizational effectiveness by providing analytical, operational, and administrative support across the business in New York. You will partner with leadership and cross-functional teams to improve processes and ensure efficient day-to-day execution.

The role involves preparing reports, dashboards, and management materials, monitoring workflows, and driving standardization to increase efficiency while maintaining confidentiality and

Qualifications

• Bachelor’s degree in Business Administration, Public Administration, Management, Human Resources, or related field preferred.
• Some professional experience in administrative analysis, business operations, project coordination, or related field preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Ability to analyze information, prepare clear reports, and communicate findings effectively.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Demonstrated ability to work collaboratively across departments and with employees at various levels of the organization.

Responsibilities

• Provide analytical and administrative support to leadership and corporate functions, including research, reporting, documentation, and coordination of organizational initiatives.
• Collect, analyze, and maintain operational, administrative, and organizational data to support informed decision-making.
• Prepare reports, presentations, summaries, dashboards, and other management materials as required.
• Monitor administrative processes, workflows, and procedures and identify opportunities for improvement, standardization, and increased efficiency.
• Support the development, implementation, and maintenance of organizational policies, procedures, and operating practices.
• Coordinate cross-functional projects, meetings, initiatives, and administrative activities to ensure timely completion and effective communication.
• Conduct research and provide analysis to support organizational planning, policy development, and management decision-making.
• Support compliance with applicable company policies, procedures, regulatory requirements, and internal controls.
• Develop and maintain process documentation, standard operating procedures, and administrative guidelines.
• Serve as a resource to employees and internal stakeholders by responding to administrative inquiries and facilitating timely resolution of issues.
• Support special projects and other organizational initiatives as assigned by leadership.

Skills

Analytical skills

Communication skills

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Business Administration or related field

Tools

MS Office

Job description

Wealthspire Advisors is seeking an Analyst to support organizational effectiveness by providing analytical, operational, and administrative support across the business in New York. You will partner with leadership and cross-functional teams to improve processes and ensure efficient day-to-day execution.

The role involves preparing reports, dashboards, and management materials, monitoring workflows, and driving standardization to increase efficiency while maintaining confidentiality and