Operational Specialist

Operations Analyst | Leading Financial Services Firm

We’re looking for an Operations Analyst to join a leading financial services organization’s Performance Operations team. If you have experience in financial operations, customer service, and data validation, this is a great opportunity to grow your career in the financial services industry. You’ll support client onboarding, review investment performance data, and assist institutional consulting teams.

What You’ll Do:

• Support client onboarding across various performance platforms
• Review and validate investment performance data and returns for accuracy
• Respond to inquiries and provide operational support to institutional consulting teams
• Assist with daily operational activities and resolve data discrepancies
• Use Excel for data review, validation, and reporting
• Collaborate with internal teams to ensure smooth onboarding processes and accurate performance reporting

What You Bring:

• Previous experience in operations at a financial institution
• Knowledge of investment products and investment vehicles
• Previous customer service experience with strong communication skills
• Intermediate Excel proficiency and strong attention to detail
• Ability to review financial data, identify discrepancies, and maintain accuracy
• Relevant coursework in finance is a plus
• Experience with a broker-dealer or financial advisory team is preferred
• Strong organizational skills, a collaborative mindset, and the ability to work in a fast-paced environment

Work Arrangement: Training will be onsite five days a week for the first six weeks, followed by a hybrid schedule of three days onsite and two days working from home.

This is an excellent opportunity for a detail-oriented professional looking to build experience in investment operations, performance reporting, and client support within a leading financial services organization.

Location: Chandler AZ- Hybrid

Pay: $19 – $21.02/hour.

If you have an interest in the Operations Specialist (Level III) , please apply now!

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance