Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Investment Operations Analyst — Data & Reporting

$65k - $75k

Focus 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

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Wealth Investment Operations Analyst — Data & Reporting in Raleigh, NC vacancy
  • $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... 
    Suggested
    Full time
    Local area
    Monday to Friday

    Focus Financial Partners

    Raleigh, NC
    15 hours ago
  •  ...technologies such as AI, cloud, and data‑led innovation to help our...  ...experiences, and achieve operational excellence. Join us to be part...  ...projects across banking, wealth management, and insurance sectors...  ...Experience in regulatory reporting / AML / capital markets / derivatives... 
    Suggested
    Temporary work
    Relocation

    Infosys Limited

    Raleigh, NC
    2 days ago
  •  ...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... 
    Suggested
    For contractors

    BlueGreen Alliance

    Raleigh, NC
    3 days ago
  •  ...The Sr. Workday HRIS Reporting Analyst is responsible for the administration, maintenance, and optimization of the Workday Human Resources...  ...Reporting and Workday Prism Analytics. This role involves ensuring data accuracy, system efficiency, compliance with HR regulations,... 
    Suggested
    Work at office

    Job Juncture

    Raleigh, NC
    3 days ago
  • 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... 
    Suggested
    Part time

    HNTB

    Raleigh, NC
    1 day ago
  •  ...level accounting and financial analysis position in Raleigh, North Carolina. This role requires understanding of GAAP and financial reporting basics. The selected candidate will generate financial reports for management, ensure compliance with regulations, and assist in... 
    Work at office
    Remote work

    ROLE

    Raleigh, NC
    2 days ago
  • $76k - $125.3k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance...  ...Engine because this team operates in a technical environment with...  ...evaluate moderately complex data, computations, documentation...  ...statements, tax returns and related reporting Build effective long-term... 
    Full time
    Summer holiday
    Flexible hours

    EY

    Raleigh, NC
    2 days ago
  • OST Workforce in North Carolina is looking for a Reporting Analyst to lead operational reporting for Medicaid Enterprise System projects. This role ensures...  ...MMIS/CMS certification, project tracking tools, and data visualization. Strong analytical and communication... 

    OST Workforce

    Raleigh, NC
    4 days ago
  • $91.7k - $137.5k

     ...opportunityWe are looking for a Senior Workday AI and Reporting Analyst to help transform how HR teams operate through AI, automation, and scalable technology...  ...identify opportunities that reduce manual effort, improve data accuracy, and enhance employee support. You will... 
    Work at office
    Relocation package

    Unity South APAC (SEA, ANZ, IND Subcont.)

    Raleigh, NC
    3 days ago
  •  ...previous req# 766281, last day 6/19/26). The Reporting Analyst ensures MES projects meet Medicaid and...  ...Analyst leads the development of operational reporting to support Medicaid Enterprise...  ...federal, state, and CMS regulations. Gather data from various sources, clean and... 
    Contract work

    OST Workforce

    Raleigh, NC
    4 days ago
  • 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

    Insight Global

    Raleigh, NC
    4 days ago
  • Astyra Corporation is seeking a remote MES Reporting Analyst with expertise in Medicaid Enterprise...  .... The successful candidate will lead operational reporting initiatives, collaborating with...  ...role requires a strong background in data analysis, reporting standards, and project... 
    Remote job

    Astyra Corporation

    Raleigh, NC
    3 days ago
  • Global Technical Talent, an Inc. 5000 Company, is seeking a mid-level CRA Business Analyst in Raleigh, NC. This role involves managing complex reporting and analytics to support CRA compliance, ensuring regulatory alignment and enhancing performance monitoring. The ideal... 
    Remote job
    Flexible hours

    Global Technical Talent, an Inc. 5000 Company

    Raleigh, NC
    4 days ago
  • NC State University in Raleigh, North Carolina, seeks an Institutional Analyst for University Data and Analytics. The role involves supporting campus stakeholders through reporting, data analysis, and maintaining standardized resources. The ideal candidate holds a Master... 

    NC State University

    Raleigh, NC
    1 day ago
  • The Association For Institutional Research is seeking an Institutional Analyst to join their University Data and Analytics team in North Carolina. This role involves supporting and enhancing reporting and decision-making processes in higher education, data analysis, and... 

    Association For Institutional Research

    Raleigh, NC
    1 day ago
  •  ...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 work
    Work at office
    Flexible hours

    Inmar Inc.

    Raleigh, NC
    3 days ago
  • Responsibilities Develop and maintain operational reports, dashboards, and metrics Collect, clean, validate, and analyze data from multiple sources Research and interpret regulatory and compliance requirements Draft and maintain program and project outcome statements... 

    247Hire

    Raleigh, NC
    4 days ago
  • Workada is seeking a data professional to build and maintain dashboards, metrics, and reports, identifying trends and anomalies to drive business decisions. You will support the rollout of new reporting functionality and contribute to reporting tool integration across... 
    Remote job

    Workada

    Raleigh, NC
    1 day ago
  •  ...Company in Raleigh, NC, is looking for a full‑time Senior Financial Analyst for Corporate FP&A. The ideal candidate will have 4-7 years of...  ...field. This role focuses on financial planning, analysis, and reporting, working closely with department leaders and the CFO, and... 
    Full time

    Habitat For Humanity Of Durham

    Raleigh, NC
    4 days ago
  •  ...Carolina A&T State University is seeking candidates for a position in their Cooperative Extension Department focused on data management and reporting activities. The ideal candidate will possess a bachelor’s degree, experience in program reporting, and data management skills... 
    Remote job

    North Carolina A&T State University

    Raleigh, NC
    3 days ago
  • North Carolina State University is seeking an Institutional Analyst for the University Data and Analytics department. The role supports comprehensive reporting and is responsible for responding to various federal and state reporting needs. Candidates should possess a Master... 
    Full time

    North Carolina State University

    Raleigh, NC
    2 days ago
  • $58.9k - $97.4k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance...  ...support the Customer Tax Operations practice with the preparation...  ...delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS...  ...information returns, including the data and information that’s... 
    Full time
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Raleigh, NC
    2 days ago
  • Sedgwick in Raleigh, North Carolina is hiring a Business Development Specialist to collect, analyze, and report data, ensuring integrity and accuracy. This role requires a Bachelor's degree and at least 4 years of relevant experience, including strong query and report writing... 
    Work at office

    Sedgwick

    Raleigh, NC
    1 day ago
  •  ...Carolina. In this role, you will contribute to digital transformation projects in financial institutions, focusing on regulatory reporting and project management. Key responsibilities include developing project timelines, ensuring effective communication with clients,... 

    Infosys Limited

    Raleigh, NC
    2 days ago
  • 247Hire is seeking a data analyst in Raleigh, North Carolina, to develop operational reports and assist in data analysis. The ideal candidate will possess a Bachelor’s degree or equivalent experience and have 3+ years in reporting or data analysis. This role involves close... 

    247Hire

    Raleigh, NC
    4 days ago
  • $46.99k - $122.4k

    The Hispanic Alliance for Career Enhancement is looking for a Senior Business Analyst in North Carolina. This full-time role involves supporting execution of regulatory and state reporting requirements, ensuring accuracy and audit-ready documentation. Main responsibilities... 
    Remote job
    Full time

    Hispanic Alliance for Career Enhancement

    Raleigh, NC
    4 days ago
  • $50 - $60 per hour

     .... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages...  ...Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Garner, NC
    more than 2 months ago
  •  ...difference - for us and for your future. Position Title Wealth Advisor Business Unit WM - FNTC Reports to Market Executive - Wealth Management Position...  ...and external network to develop leads for WM. Sells investment services directly and indirectly to clients, prospects... 
    Work at office
    Local area

    F.N.B. Corporation

    Raleigh, NC
    4 days ago
  • The Hispanic Alliance for Career Enhancement is seeking a Business Analyst to support regulatory and state reporting requirements. This role involves maintaining documentation, organizing inputs, and assisting with report preparation for PBM and Medicaid. Ideal candidates... 

    Hispanic Alliance for Career Enhancement

    Raleigh, NC
    4 days ago
  • 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 office
    Local area
    Flexible hours

    Harmony Housing Affordable Development Inc.

    Raleigh, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Investment Operations Analyst — Data & Reporting. Be the first to apply!