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

Operations Analyst, Investment Reporting & Systems

$65k - $75k

Cerity Partners LLC

A leading financial advisory firm in New York is seeking a new team member to support the Addepar and Orion systems for client performance reporting. The role involves daily updates, client account setup, and ensuring data accuracy. Candidates should have a Bachelor's degree, 1-5 years in investment services, and proficiency in Microsoft Excel. We prioritize a collaborative environment and seek detail-oriented individuals who thrive in a remote setup. Competitive compensation of $65,000 - $75,000, along with a benefits package, is offered. #J-18808-Ljbffr Cerity Partners LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Operations Analyst, Investment Reporting & Systems in New York, NY vacancy
  • $140k - $185k

     ...company in New York, NY, is looking for a Portfolio Operations Analyst. This role supports investment teams by managing operational and analytical processes...  ...include monitoring portfolio performance and preparing reports. This is a full-time position offering a compensation... 
    Suggested
    Full time

    TEEMA Solutions Group

    New York, NY
    4 days ago
  • $136.5k - $165k

    Senior Business Systems Analyst (Workday, Reporting & Analytics) Senior Business Systems Analyst - own and evolve people reporting and analytics capability...  ...of core reporting layer. Partner with People Operations, Finance, Talent, and senior leadership to understand reporting... 
    Suggested
    Work at office

    Certexamdb

    New York, NY
    2 days ago
  • Job Summary The Sr Operations Systems Analyst enables, optimizes, and sustains business systems, tools, workflows, and reporting solutions that support operational performance and organizational objectives. This operations‑based role leverages expertise in business processes... 
    Suggested
    Work experience placement

    Healthfirst

    New York, NY
    3 days ago
  •  ...institutional investors to confidently invest in alternative markets (think Bloomberg,...  ...for data validation, reconciliation, and reporting to support scale and deliver consistent...  ...we’re building will shape how financial systems work for years to come. That’s why we’re... 
    Suggested
    Summer work
    Work at office

    Tetrix Inc.

    New York, NY
    2 days ago
  • $83.1k - $120.36k

    The Sr Operations Systems Analyst enables, optimizes, and sustains business systems, tools, workflows, and reporting solutions that support operational performance and organizational objectives. This operations-based role leverages expertise in business processes, system... 
    Suggested
    Work experience placement

    Healthfirst

    New York, NY
    2 days ago
  • $140k - $185k

     ...description represents a sample Portfolio Operations Analyst position commonly found through...  ...roles in portfolio operations, investment monitoring, and fund reporting. Actual openings may vary based...  ...and fund administration systems (e.g., Investran, eFront, or Geneva... 
    Full time

    TEEMA Solutions Group

    New York, NY
    1 day ago
  •  ...Pactual BTG Pactual is a leading investment bank and asset management...  ...Pactual is seeking a Credit Operations Analyst to support the Credit...  ...data accuracy across internal systems. Assist in the preparation and...  ...weekly, and monthly operational reports for management review.... 
    Work at office
    Local area

    TTG Forestry Services

    New York, NY
    1 day ago
  •  ...firm in New York is seeking a Private Equity Operations Analyst responsible for managing day-to-day fund...  ...preferred. The role provides an opportunity to support investment teams in ensuring smooth fund operations and accurate reporting. #J-18808-Ljbffr TEEMA Solutions Group

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • A major municipal health department is seeking a City Research Scientist to support data management and improve reporting systems. The role involves analyzing data, collaborating with various teams, and conducting trainings for new tools. A master's or doctorate in a relevant... 
    Remote work

    NYC Department of Health and Mental Hygiene

    New York, NY
    14 hours ago
  • $10k

    Operations Data Analyst, Division Management & Systems Coordination NYC Department of Health and Mental Hygiene | Posted Mar 10 | Full-time | New York | Negotiable...  ...policies and programs. This position will report to the Senior Director of Operations, who also acts... 
    Full time
    Work at office
    Work from home
    2 days per week

    SupportFinity™

    New York, NY
    1 day ago
  • $70k - $75k

    Systems and Data Operations Analyst US-NY-New York Job ID: 2026-15692 Type: University Life (WS1705) # of Openings: 1 Category: Technology New York...  ...Operations Analyst helps maintain the data infrastructure and reporting pipelines necessary to assess student engagement,... 
    Work experience placement

    New York University

    New York, NY
    2 days ago
  • $70k - $75k

    New York University is looking for a Systems and Data Operations Analyst to maintain data infrastructure and reporting pipelines. You will oversee data accuracy and help manage platforms for assessing student engagement and outcomes. The ideal candidate has a Bachelor's... 

    New York University

    New York, NY
    2 days ago
  • $60k - $70k

    Overview A Credit Operations Administrator will provide essential support to the...  ...loan data updates in loan operations system Reconciliation and reporting Participate in training sessions...  ...energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture... 
    Work at office
    Remote work
    3 days per week

    Gen II Fund Services

    New York, NY
    1 day ago
  •  ...their team as a Middle Office Operations Analyst. Responsibilities Support...  ...activities across a diversified investment portfolio, ensuring the accurate...  ...information within internal systems. Support portfolio accounting, operational reporting, and data management... 
    Work at office

    Nextera Search

    New York, NY
    4 days ago
  • A recruitment agency seeks a Fund Operations Analyst to support investment teams in managing fund-level processes and ensuring operational accuracy. The...  ...like monitoring fund operations, preparing reports, and reconciling data. Ideal candidates should have a bachelor... 
    Full time

    TEEMA Solutions Group

    New York, NY
    14 hours ago
  • $90k - $135k

    Client Operations Analyst - Tax / Reporting Talan is looking for a Client Operations Analyst to join the Client Tax Operations Department of one of our leading Corporate & Investment Banking clients. In this role, you will work closely with internal teams to support client... 
    Local area

    Talan

    New York, NY
    4 days ago
  • A global logistics company is seeking an Operational Excellence Ops Field Support professional in Idaho. This role involves supporting initiative rollouts, system troubleshooting, and driving process standardization across operations. The ideal candidate will have at least... 
    Flexible hours

    Damco Spain SL

    New York, NY
    2 days ago
  •  ...manager in New York City is seeking an entry-level Operations Analyst to support daily trading and investment workflows. The role is open to recent graduates...  ...daily trades, monitoring settlements, supporting P&L reporting, and collaborating with technology teams. This... 

    Austin Community College

    New York, NY
    2 days ago
  • Ariel Partners seeks a qualified Business Analyst to support the NYC Department of Education's Special Education systems. The role involves analyzing business operations, gathering requirements, and preparing essential project documentation. Ideal candidates will have over... 

    Ariel Partners

    New York, NY
    3 days ago
  •  ...Our client, a large investment bank, is seeking an Operations Analyst to add to their growing team in New York City. Key Responsibilities: Assist brokers and...  ...Ensure all new accounts are accurately inputted into system Work closely with Client Service Group to assist with... 
    Internship

    Phaxis

    Jersey City, NJ
    20 days ago
  •  ...Credit Operations Analyst page is loaded## Credit Operations Analystlocations: New York, New Yorktime...  ...id: 0008**About Fortress** Fortress Investment Group LLC is a leading, highly...  ...framework enriched by a supportive mentorship system that provides hands on experience,... 
    Permanent employment
    Work at office
    Local area
    Worldwide

    Fortress Investment

    New York, NY
    1 day ago
  •  ...we are expanding our internal operations capabilities to support a...  ...hiring a Business Operations Analyst with a background in law, consulting...  ...relationships, and internal systems. This role requires strong...  ...research operations. Data & Reporting: Maintain internal trackers and... 
    Full time
    Contract work
    Internship
    Work at office

    SemiAnalysis

    New York, NY
    2 days ago
  • $100k - $130k

     ...growing fast—and looking for sharp operators who thrive in dynamic...  ...want to help scale high‑impact systems from the ground up. The Role...  ...proactive Business Operations Analyst to support strategic initiatives...  ...through ad hoc and recurring reporting Identify performance trends,... 
    Work at office
    Remote work

    Allwhere, Inc.

    New York, NY
    14 hours ago
  • $100k - $115k

    Position Description Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate investment management business...  ...an integral role in supporting all aspects of finance, reporting and operations for the North Haven Real Estate Funds ("NHREF"). This role... 
    Temporary work
    Work at office
    Local area
    Worldwide

    Dormont Manufacturing Co

    New York, NY
    14 hours ago
  •  ...About the role As a Business Analyst at Socure, you will play a key...  ...initiatives by supporting operational coordination, maintaining visibility...  ...critical efforts such as reporting cadences, operational...  ...collaboration spaces and operational systems, ensuring access is organized... 
    Work at office

    Socure Inc

    New York, NY
    11 days ago
  • $110k - $127.5k

     ...Android. Summary: This Senior Revenue Operations Business Analyst plays a key role in advancing the...  ...transforming how internal teams leverage systems at ZipRecruiter. This role provides...  ...Product Managers, supporting sprint status reporting, including Jira dashboard creation,... 
    Full time
    Remote work
    Flexible hours

    ZipRecruiter

    New York, NY
    1 day ago
  •  ...looking for a Real Estate Acquisitions Operations and Market Analyst to join our growing team. This...  ...into market data to help guide investment decisions. Job Functions Operations...  ...acquisitions databases, playbooks, CRM systems, and reporting dashboards to provide visibility... 
    Work at office
    Shift work

    Framework Ventures

    New York, NY
    14 hours ago
  • $140k - $185k

     ...services company located in New York is seeking a Fund Services Analyst to support the operational integrity of investment funds. The role involves coordinating fund administration, accounting, and reporting processes, alongside daily servicing activities. Ideal... 
    Full time

    TEEMA Solutions Group

    New York, NY
    4 days ago
  • $115k - $120k

    A global private investment firm in New York City is seeking a People Operations Analyst to support various HR initiatives across the employee lifecycle. The role involves HR data management, reporting, and collaboration with global teams. Candidates should have a Bachelor... 

    Beacon Hill Inc

    New York, NY
    4 days ago
  •  ...Job Overview We’re seeking a Revenue Operations Analyst to support revenue reporting, forecasting, and process optimization. You’ll analyze sales data, track...  ...modeling. Maintain accurate revenue data across systems and reports. Present insights and recommendations to... 
    Full time
    Remote work

    Future Sign Company

    New York, NY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Analyst, Investment Reporting & Systems. Be the first to apply!