Operations Analyst, Wealth Management (Performance Reporting)

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

Aprio Wealth Management is seeking an Operations Analyst to own the investment data foundation that drives performance and client reporting across the firm's advisory platform. In this role, you will serve as the frontline steward of pricing, transactions, and asset classification — the inputs that make performance outputs meaningful and defensible. You will administer alternative investment operations, run the performance reconciliation cycle, and partner directly with advisors to investigate and resolve data questions with precision. This is a high-ownership role for someone energized by data integrity, analytical rigor, and ensuring that every number reaching a client is right.