Operations Analyst

Salary: Starting at 80k based on experience. Salary range depends on years of experience

Insight Global is seeking an Operations Analyst to support the day-to-day operational management of SMA strategies, ETF advisory relationships, and portfolio administration functions.

This role is primarily focused on back-office and middle-office operations, including trade implementation, cash management, reconciliations, custodian coordination, operational reporting, and maintaining portfolio data integrity. The Operations Analyst will work closely with the investment team to ensure trades and portfolio instructions are accurately executed and reflected across client accounts and custodial platforms.

This is not a portfolio management role. The position is operational in nature and centered on supporting the implementation and administration of investment strategies directed by the investment team.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
• Bachelor's degree in finance, accounting, economics, business, or related field preferred.
• Junior Candidates 2+ years of experience, Senior candidates 8+ years (salary will reflect experience)
• Investment and trade operations experience
• Understanding of trade settlement, reconciliations, cash management, and portfolio operations workflows.
• Passion for being client facing assisting clients with acheving outcomes


Nice to Have Skills & Experience
• Familiarity with custodial platforms such as Schwab Advisor Center and/or Fidelity Wealthscape HIGHLY preferred.
• Familiarity with portfolio/TAMP platforms such as SmartX, Orion, and Tamarac preferred.
• Series 65
• CFA or CFA Candidate
• RAA experience
• Experience trading with Black Diamond


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.