Operations Associate

The Operations Associate is essential to ensuring the integrity and efficiency of our wealth management operations. This role oversees key functions, including portfolio accounting, performance reporting, and billing, while driving process improvements and supporting seamless M&A integrations. The ideal candidate is detail-oriented, proactive, and collaborative, with a strong commitment to operational excellence.

Role Responsibilities

• Maintain accurate portfolio accounting, billing, and CRM data.
• Update and manage client information within the CRM system.
• Analyze and reconcile data discrepancies for accuracy.
• Support third-party technology data integrations and the firm’s database integrity, working with internal teams to identify and resolve risks to data quality.
• Assist in M&A integration, including data migration and system training.
• Generate complex reports for transparency, decision-mak...