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
Vacancy posted 2 days 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...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
$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- 6AM City, LLC is seeking a Senior Financial Analyst in North Carolina. The role includes preparing financial reports, analyzing data trends, assisting in budgeting, and supporting system implementation efforts. Ideal candidates will have a Bachelor’s degree in Accounting...Suggested
- ...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...SuggestedWork at officeRemote work
- State Employees' Credit Union in Raleigh is seeking a motivated entry-level Financial Analyst. This role requires applying GAAP principles to create various financial reports for management and compliance purposes. The ideal candidate will hold a Bachelor’s degree in Accounting...Work at officeRemote work
$64.93k - $79.91k
...Resources is seeking a Senior Financial Analyst who will provide analysis and auditing functions... ...analyze financial information, prepare reports, and implement control procedures. The... ...finance, along with skills in financial data analysis and reporting. A competitive salary...Remote job$43.89k - $93.57k
...Prepares and distributes periodic financial statements for users other than those directly employed by the organization. Ensures all reports and disclosures comply with applicable government regulations, professional standards, and organization policies. Prepares journal...Hourly payFull timeTemporary workWork experience placementLocal area- 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
$43.89k - $93.57k
...community at a time. Position Summary The Analyst will primarily be responsible for... ...completing accurate and timely financial reporting. The analyst will identify, investigate,... ...Microsoft Excel; ability to work with large data sets and build/maintain complex spreadsheets...Hourly payFull timeContract workTemporary workLocal area$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...For contractorsH1bWork at officeLocal areaRemote workNight shiftPublic Consulting Group
Raleigh, NC2 days ago- ...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
Martin Marietta
Raleigh, NC1 day ago - ...financial analysis professional who embodies the credit union philosophy. The role requires an understanding of GAAP and financial reporting principles. You will be responsible for preparing comprehensive financial reports for management and ensuring compliance. Ideal...
$79.1k - $158.2k
...highly proactive and detail-oriented Data Analysis, Reporting & AI Analyst to support analytics and reporting... ...This person should be comfortable operating in a fast-paced, ambiguous, and... ...parking benefits 401(k) Savings and Investment Plan with company match Paid...Temporary workFlexible hoursShift workOracle
Raleigh, NC4 days ago- ...to be best-in-class. As an Senior Associate in the Risk Reporting, Analytics, and Data team, you will develop and deliver analytical risk dashboards... ...banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re...
- ...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
$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- 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
- Description The HRIM Data and Reporting Analyst serves as a technical subject matter expert supporting the HR system (Banner) and downstream processes... ...SQL. Higher education experience and understanding of HR operations and business processes. Ability to develop complex...
$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
- ...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
$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- A digital healthcare company is seeking a Payor Data Analyst to manage and ensure data quality across client datasets. This role involves... ...primary point of contact for incoming data, running important reports, and identifying data shortfalls. The ideal candidate will have...
Sharecare
Raleigh, NC2 days ago - The University of North Carolina at Wilmington is seeking a HRIM Data and Reporting Analyst to serve as the technical expert for the HR system (Banner). The role includes managing HR reporting, ensuring data accuracy for compliance, and maintaining data integrity. Candidates...
$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...- CVS Health in North Carolina is looking for a candidate to prepare and distribute periodic financial statements, ensuring compliance with regulations. The role involves analyzing financial results of legal entities and contributing to statutory finance deliverables. The...
- ...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,...
- US012 Marsh & McLennan Agency LLC in Raleigh seeks a Business Process Analyst, Reporting to execute reporting operations and ensure data integrity. You will work with various teams to provide support, troubleshoot issues, and enhance reporting quality. The ideal candidate...Remote jobFlexible hours
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Investment Operations Analyst — Data & Reporting. Be the first to apply!
Related searches
- investment officer Raleigh, NC
- investment banking analyst Raleigh, NC
- investment specialist Raleigh, NC
- portfolio analyst Raleigh, NC
- investment analyst Raleigh, NC
- entry level data analyst no experience Raleigh, NC
- data analyst Raleigh, NC
- neuroscience data analyst Raleigh, NC
- data analyst full time Raleigh, NC
- data protection analyst Raleigh, NC