Trading Operations Manager - Excel & Data Analytics

Modern Wealth Management, LLC

Campbell (CA)

On-site

USD 90,000 - 115,000

Full time

14 days+

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Job summary

Modern Wealth Management, LLC in Campbell, CA, is seeking an Operations Manager to support the advisors by ensuring the smooth execution of daily trading-related workflows, account monitoring, and reporting. This back-office role collaborates with the outsourced trading team, uses Orion to run reports, analyzes data in Excel, and develops macros—often with Copilot assistance—to improve processes.

Candidates should have trading or investments experience and strong Excel skills; familiarity with

Qualifications

Experience with trading or investments is preferred.
Strong Excel skills with data reconciliation across multiple spreadsheets.
Experience creating macros and automation help with Copilot is beneficial.
Familiarity with asset allocation and tax-aware placement is a plus.
Detail-oriented with ability to manage complex data accurately.

Responsibilities

Run and review reports in Orion to confirm trading-related workflows are proceeding as expected.
Review cash and investment levels, identify accounts outside tolerances, and monitor budgets and cash reserves.
Analyze Orion data exports and reconcile information across Excel workbooks and data sources.
Understand trades and portfolio actions while coordinating with the outsourced trading team.
Work with advisors and support client communications; back-office focused with limited client meetings.
Research solutions using Orion help resources and create macros to streamline Excel workflows.