Wealth Investment Operations Analyst — Data & Reporting
$65k - $75kFocus Financial Partners
Focus Financial Partners is seeking an Investment Operations Analyst in North Carolina to assist with investment-related data and client communications. The role requires a Bachelor's Degree, 2+ years of industry experience, and proficiency in MS Office. Responsibilities include assisting with portfolio trading, client meetings, and developing reports. The annual salary is expected to be between $65,000 and $75,000, with additional benefits including bonuses and health insurance. #J-18808-Ljbffr Focus Financial Partners
$35 - $38 per hour
...IEM is searching for a Full Time- Data Analyst and Reporting Specialist to provide data analytics and reporting support to IEM's Disaster... ...multisource data into accurate, actionable insights that support operational, financial, and executive decisionmaking across the...SuggestedFull timeWork at officeShift work$65k - $75k
...with sophisticated wealth management and... ...client's financial and operational affairs, integrating all aspects - investments, education,... ...Investment Operations Analyst to assist in compiling... ...‑related data and research to support... ...execution, portfolio reporting, and client...SuggestedFull timeLocal areaMonday to Friday- First Citizens Bank is seeking a Financial Analyst to join their team in Raleigh, North Carolina. This hybrid role will focus on financial reporting, data analysis, and business support. The ideal candidate will have a Bachelor's degree and 3 years of experience in Finance...Suggested
$75.2k - $124.1k
...- FSO CTORS Information Reporting and Withholding EDGE Senior Analyst EY is a leader in serving... ...Banking and Capital Markets, Wealth and Asset Management and... ...Engine because this team operates in a technical... ...evaluate moderately complex data, computations, documentation...SuggestedSummer holidayFlexible hours$90k - $100k
...solutions implementation and operations improvement firm that partners... ...Learning Solutions Data Systems IT Solutions Financial... ..., data quality, and reporting efforts for the Oklahoma statewide... ...needs. The Data Integration Analyst works as part of a fast-paced...SuggestedFor contractorsH1bWork at officeLocal areaRemote workNight shift- ...Sr. Workday HRIS Reporting Analyst The Sr. Workday HRIS Reporting Analyst... ...This role involves ensuring data accuracy, system efficiency,... .... Through a network of operations spanning 28 states, Canada and... ...potential. When you decide to invest your career in Martin...Temporary workWork at officeWorldwide
- HNTB Corporation is seeking a part-time Financial Analyst in Raleigh, NC. This entry-level position involves financial reporting, forecasting, and supporting decision-making activities. Candidates should possess a bachelor's degree in Finance or Accounting, or have 4 years...Part time
$72.7k
Overview Company : Highmark Inc. Job Description : JOB SUMMARY This job collects, validates, analyzes, and organizes data into meaningful computerized reports by manipulating and extracting data to meet customer needs, generates reports through mainframe and/or PC...For contractorsWork at office- ...reach and convert the best candidates. Our unified platform uses data and automated technology to help you efficiently manage... ...requirements with automated posting to state job banks, comprehensive reporting, and documentation to meet OFCCP obligations. OFCCP Compliance...For contractors
- ...Analytics in implementing Ticketmaster HR’s people data strategy.* Build, maintain, and enhance Workday reports (advanced, matrix, composite) to support HR and... ...innovations in ticketing, global venue development and operations, concert promotion and production, sales and...Work at officeRemote workWork from home
- ...in Raleigh, North Carolina is seeking an IT DataBase Analyst 2 to analyze and manage complex data systems. The role requires strong analytical skills and... ...analytical tools. Responsibilities include preparing reports, enhancing business processes, and collaborating with...
- Ascensus is seeking a professional in Raleigh, North Carolina, responsible for creating and analyzing reports for bank and insurance company owned life insurance policies. The role requires advanced Excel skills and a strong understanding of BOLI/ICOLI. Candidates should...
- ...organization located in Raleigh, NC is seeking an Analyst to transform complex data into actionable insights. This role drives performance reporting for various programs, develops metrics... ...with cross-functional teams to support operational excellence. The ideal candidate will...Work at office
- A leading staffing agency is seeking an HR Report Developer to help transform HR data into actionable insights. This role requires over 4 years of experience in HR reporting and strong proficiency in SQL. You will design and maintain reports in Dayforce and analyze data...Contract work
$86.4k
...with customers on complex data and reporting issues in order to understand... ..., create data sets, operational reports, and analytical deliverables... ...and Intermediate Data Analysts. Leads project teams or actively... ...to drive value, return on investments and innovative solutions....For contractorsWork at officeLocal areaRemote work- ...relevant experience involving customer service, computer usage, data entry and data analysis and a Bachelors' degree in Business Administration... ...MS Excel and MS Word*** **Knowledge of computer systems and report generation (AS/400 knowledge preferred)*** **Knowledge of...Temporary workWork at officeFlexible hours
$62.7k
...A US CITIZEN This job turns data into information, information... ...to collecting, analyzing, and reporting on the Organization's key... ...for the purpose of supporting operational excellence, management intelligence... ...and emerging programs). The Analyst will go beyond producing...Work at officeLocal area$50 - $60 per hour
...high-quality AI. We are looking for an Investment Operations Analyst to join our team to help train the... ...Investment Banking, Corporate Development, Wealth Management, and Insurance Planning... ...financial analysis, financial modeling, data analysis, and other reasoning exercises...Hourly payFull timeContract workPart timeRemote workFlexible hours- ...Classification TitleBusiness Systems Analyst II (S)Position NumberGradeNC1... ...of WorkThe IT Vendor Reporting Analyst plays a central role... ...Agreements (SLAs), deliverables, and operational outcomes across ITD vendor... ...ensures measurement rigor, data accuracy, and actionable...Permanent employmentContract workTemporary workWork experience placementWork at officeNight shift
$72.7k - $116.6k
...health services provider located in North Carolina is seeking a skilled professional to generate and analyze reports. This role primarily involves manipulating data to create insightful reports, developing applications to meet deadlines, and resolving business problems...- ...Envestnet is seeking a QRG Investment Management Operations Specialist to join our... ...Envestnet has served the wealth management industry and today... ..., powered by advanced data and insights Leverage... ...Portfolio Monitoring, Analysis & Reporting: The Investment...Work at office
- ...Services is seeking a Business Systems Analyst II to monitor vendor performance,... ...developing dashboards, improving reporting tools, and enhancing operational efficiency. Applicants should have... ...experience, with strong skills in data analysis, Excel, and Power BI. This...
$65.6k - $109.2k
About our Team Intelligize is the leading provider of analytical tools for SEC compliance (external reporting) and transactional (IPOs, M&A) professionals. Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations, and other...Local areaImmediate start- A leading financial technology firm is seeking an Investment Operations professional to ensure the smooth functioning of investment management... ...collaborating with various teams to provide operational support and maintain data integrity. #J-18808-Ljbffr AdvisorEngine, Inc.
$125k - $155k
...solutions implementation and operations improvement firm that partners... ...Learning Solutions Data Systems IT Solutions Financial... ...Manager of Data Analytics & Reporting serves as the reporting product... ...options; Mentors data analysts, data scientists across matrixed...For contractorsWork experience placementInterim roleH1bWork at officeLocal areaRemote work- ...Sharecare in Raleigh, North Carolina is looking for a Data Analyst Intern to support the Clinical, Billing, and Extract team. The intern will develop standardized processes for work requests, enhancing billing rules and data extracts. Key responsibilities include managing...InternshipWork at office
- Overview The Senior Director of Finance & Regulatory Reporting Data Products is responsible for leading the strategy, governance, and delivery... ...239, DCAM, DAMA). Experience integrating AI/ML into data operations. License or Certification Type: Understanding of data...
- ...worth and ultra-high net worth wealth clients. Responsible for... ...credit, mortgage, planning, investment, trust and fiduciary services... ...Maintain appropriate legal, operating and regulatory controls to manage... ...such as leaderboards, pipeline reporting and other sale management...Full timePart timeWork at officeLocal areaShift workDay shift
- Financial Analyst page is loaded## Financial... ...affordable housing for low wealth households. HHAD... ...-profit owner and operator of affordable... ...financial reporting to stakeholders. This... ...macros and various data analysis techniques... ...senior leadership, Investment Committee, external...Work at officeLocal areaFlexible hours
- ...difference - for us and for your future. Position Title Wealth Advisor Business Unit WM - FNTC Reports to Market Executive - Wealth Management Position... ...external network to develop leads for WM. Sells investment services directly and indirectly to clients, prospects...Work at officeLocal area
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