Wealth Ops Analyst: Reconciliation & Docs
LGBT Great
LGBT Great is seeking a detail-oriented individual for a role in the Neuberger Wealth Operations team in New York. This position focuses on account opening, reconciliation, and maintenance, alongside document-driven workflows, to support high-level client service. The ideal candidate holds a Bachelor's degree and has 1-3 years of experience in the securities industry, exhibiting strong Excel skills and effective communication. A comprehensive benefits package and bonus eligibility are included. #J-18808-Ljbffr LGBT Great
$65k - $80k
Position Overview The Neuberger Wealth Operations team supports our Wealth Management business, specifically focusing on account opening... ...volume, and demanding environment. Primary Responsibilities Reconciliation of daily breaks between Neuberger and custodian including:...SuggestedLocal areaShift work$70k - $75k
...and for careers to take flight. Lazard Wealth collaborates with our clients to help solve... ...We are seeking a Family Office Services Analyst to ensure a seamless investor experience... ...and project management, ongoing data reconciliation, supervisory reviews and performance reporting...SuggestedWork at officeLocal area- Job Responsibilities: The Wealth Management Reconciliation Analyst is responsible for end to end analysis and resolution of complex FITB, Nostro, and Depot account reconciliation breaks. The role requires strong transaction level analysis, sound accounting judgment, and...Suggested
- ...have this W2 Contract opportunity for a Foreign Exchange (FX) Ops Analyst with our Direct Client in NYC, NY. Foreign Exchange (FX) Ops... ...of other businesses such as Interest Rates, Equities, Private Wealth Management and Commodities. Responsible for monitoring and mitigating...SuggestedContract workWork at officeRemote work
- Gusto is hiring for a hands-on operations role focused on running and sharpening day-to-day reconciliation and loss detection. You will own execution, resolve issues, and automate manual parts using AI and data tooling. You’ll gain end-to-end understanding of money flow...Suggested
- ...to provisional or part-time job titles. Job Description The Analyst will be responsible for supporting data governance, data quality... ..., validation, and analysis. Perform data validation, reconciliation, and root cause analysis to resolve discrepancies and improve...Full timePart timeWork experience placementWork at officeFlexible hoursNight shift
- The Asset Servicing Analyst 1 role at Citi in Mumbai, India, focuses on processing and settlement of client trades in equity and corporate debt. You will support reconciliation and reporting under defined procedures, with attention to risk controls and compliance. Ideal...Full time
- Citi in Tokyo seeks an Officer, Transaction Services Intermediate Analyst, Operations to support loan origination, lifecycle management, and servicing across syndicated and bilateral loans. You will review credit documentation, ensure compliance with internal policies,...
$22 - $28 per hour
...New YorkHybridContract$22/hr - $28/hrCompensation Analyst/Contract / Syracuse, NY (Hybrid) 13202 Wealth Management Compensation Operations Position Summary... ...compensation data, validation of payment amounts, reconciliation of supporting records, and timely resolution of...Full timeContract workTemporary workFlexible hours$106k - $125k
...next two decades. The largest transfer of wealth in human history. If you’re ready to be... ...company scales.As a Senior Compensation Analyst, you'll own compensation analytics and... ...budget planning, scenario analysis, and data reconciliation, delivering data-driven insights that...Work at officeFlexible hoursShift work3 days per week- ...Glencore in New York seeks a Power Market Operations & Settlements Analyst to manage ISO settlements, validate schedules, and reconcile volumes and prices. You will coordinate with ISO, counterparties, and internal teams, and provide weekend coverage as needed to support...Weekend work
$75k - $125k
POSITION SUMMARYWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Temporary workWork experience placementLocal area$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and...Full timeTemporary workWork experience placement$40.28k - $59.55k
...Overview We are seeking a detail‑oriented Co‑Op Analyst to support the management of client advertising reimbursement programs. In a... ...submitted for reimbursement. Responsibilities Manage reporting and reconciliation of Co‑op claims submitted to our client (Toyota Motors North...Temporary workFreelanceFlexible hours- ...experienced and highly skilled Senior Data Analyst - Payments to join our rapidly expanding... ...empower the Accounting, Finance, Biz Ops, Payments, and Product teams by delivering... ...company accounts, perform daily account reconciliations, and follow up on any discrepancies....Work at office3 days per week
$72k - $88k
...structured notes. CAIS serves over 2,500 wealth management firms that support more than... ...highly organized and process-oriented Analyst to join the Fund Management team. This... ...processing. Assist with cash and portfolio reconciliations, month-end and quarter-end activities,...Full timeWork at officeFlexible hours3 days per week- Job SummaryAs an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating...Work experience placement
$90k - $115k
...processes, reflecting TPG’s quality and brand reputation including client statement reporting, tax generation, compliance, cash reconciliation, etc. Support the operational onboarding of TPG Funds to global service providers and distribution platforms, by...Full timeLocal area$125k - $140k
...Description: The Senior Workday People Analytics Analyst serves as a key analytics and reporting... ..., validation, transformation, and reconciliation activities to ensure reporting accuracy... ..., including life insurance, annuities, wealth management and institutional asset management...Work at officeFlexible hoursShift work$100k - $120k
...Senior Analyst, Direct Lending Operations Join to apply for the Senior Analyst, Direct... ...Record Review daily cash and position reconciliations across all entities focusing on timely... ...individuals and families to sovereign wealth funds, unions and corporations. Carlyle...Full timeWork at office- Boston Consulting Group in New York is seeking a Senior Analyst - BCG Vantage on our Topic Activation path within the Financial Institutions... ...Practice. You will work with a global team delivering value to Wealth & Asset Management clients using industry expertise, data, and...
- ...detail-oriented Reference Data Operations Sr Analyst to support the quality, maintenance, and... ...team leads and the other reference data ops analysts.The ideal candidate will bring... ...creation, maintenance, validation, and reconciliation of security master and other referential...Work experience placement
$75.88k - $126.46k
...Overview: Supports Wealth Planning team with advanced wealth planning analyses for asset protections and sustainability and tailored to clients and prospects. Primary Responsibilities: Compile wealth planning information from clients, including tax forms, account...Hourly payFull timeWork experience placement$35 per hour
...Overview Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory... ...The Summer Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating...Hourly paySummer workInternshipWork at officeLocal area$62k - $93k
Overview Purchasing Analyst role focused on managing end-to-end purchase orders, ensuring... ...requirements per spend thresholds (OP 100-5). Serve as the first-tier operational... ...chain user population. Perform routine PO reconciliations with suppliers and internal stakeholders...Contract workWork experience placementWork at office- ...experienced Technical / Functional Business Analyst to bridge the gap between business... ...expertise in back-office finance operations, reconciliation processes, operational controls, and... ...Financial Services domain, preferably within Wealth Management or Asset Management...Full time
- Strategic Staffing Solutions seeks an Equities Trade Operations Analyst in New York to support post-trade processing, settlement, reconciliations, and risk controls for Equity desks. You will partner with internal teams and external parties to ensure accurate books, resolve...
- Evercore seeks an Experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group in New York. You will work on a range of M&A transactions and strategic advisory assignments, with close collaboration to senior bankers on high-profile...
$43.26 per hour
...trusted advisor to our clients. 2027 Summer Internship - Global Wealth Management, Alternatives, US Positions are located in New York,... ...in English You'll excel as a Global Wealth Management Account Analyst if you: Show strong interest in the financial markets,...Hourly payFull timeSummer workInternshipSummer internshipWork at officeWorldwideRelocation packageFlexible hoursShift work- Corient Private Wealth LLC. is looking for a Wealth Analyst in Wayne, PA, to provide expert support to high-net-worth clients. This role involves research, data management, and an emphasis on exceptional client service. The ideal candidate should possess a Bachelor's degree...
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