Wealth Management Operations Analyst

  • Pittsburgh, PA
  • Direct Hire
  • Job ID: PA84-2710381

Our client is a fast growing Wealth Management firm near Pittsburgh.

The role of Operations Analyst is a key to our success.

We have a dynamic team, great clients and are committed to our teams growth.

Job Duties

  • Responsible for daily updates of the portfolio accounting system and Client View, the online web portal
  • Daily downloads from various custodial platforms into the accounting system
  • Use of Excel and MS Access to upload data into the risk system (MS Access) and up to the web server
  • Daily reconciliations of securities and balances across the various systems
  • Responsible for monthly and quarterly reporting, depending on the client’s specifications
  • Updating all systems for new clients and portfolios
  • Updating the security master files for newly added securities
  • Occasional work with the outsourced IT firm to debug issues on Client View
  • Work hours begin at 7:30 AM or earlier but can end early as well..  Also need approximate 90 minutes of AM work on Saturdays



  • Two+ years of work experience
  • Moderate to heavy use of Excel
  • Rudimentary knowledge of investment products (stocks, funds, bonds, etc.)
  • Past reporting experience with investments and a portfolio accounting system


A definite plus

  • Working knowledge of MS Access or another data base program
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