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
$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- ...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...SuggestedTemporary workRelocation
- ...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...SuggestedFor contractors
- ...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,...SuggestedWork at office
- 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...SuggestedPart time
- ...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 officeRemote work
$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 timeSummer holidayFlexible hours- 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...
$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 officeRelocation package- ...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
- 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
- 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
- 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 jobFlexible hours
- 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...
- 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...
- ...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
- 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...
- 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
- ...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
- ...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 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
$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 timeSummer holidayImmediate startFlexible hours- 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
- ...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,...
- 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...
$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 jobFull time$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 payContract workFor contractorsWork experience placementRemote work- ...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 officeLocal area
- 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...
- 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
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