Operations Analyst at Sanctuary Wealth Group LLC

Indianapolis, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

0.0

Posted On

19 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Accounting Systems, Advyzon, Black Diamond, Database Setup, Data Integrity, Performance Reporting, Workflow Development, CRM Structure, Third-Party Integrations, Excel Proficiency, Analytical Skills, Problem-Solving, Client Support, Troubleshooting, Rebalancing, Trading Applications

Industry

Financial Services

Description

Description JOB TITLE: Operations Analyst REPORTS TO: Director of Operations LOCATION: Portland, OR or Indianapolis, IN SUMMARY The Operations Analyst plays a key role in supporting tru Independence RIAs by ensuring the accuracy, efficiency, and reliability of our portfolio accounting and reporting systems. This client-facing, detail-oriented role is responsible for database setup, data integrity oversight, performance reporting, workflow development, and day-to-day support across Advyzon and Black Diamond. ESSENTIAL DUTIES AND RESPONSIBILITIES · Setup unique instances of Advyzon databases for onboarding firms, including all settings, branding, asset classifications, reporting templates, portal/app templates, CRM structure, investment models and trading processes, workflows, third-party integrations, etc. · Provide training and ongoing support to RIAs on portfolio accounting systems and related tools · Perform daily, weekly, monthly and quarterly audits to ensure data integrity for billing and reporting · Develop and maintain procedures related to portfolio accounting system and CRM maintenance · Set up and maintain integrations with AI tools, financial planning software, investment research programs, and other third-party applications · Manage and resolve client support requests through the service ticketing system, using virtual communication tools (Zoom, Teams, email) to provide responsive, clear, and client-focused support · Partner with portfolio accounting system vendors to troubleshoot issues, identify bugs, test enhancements, and advocate for product improvements · Collaborate with other internal teams, like Billing, Compliance, Technology and Relationship Management to deliver a seamless client experience · Identify and drive initiatives geared toward improving operational efficiency, data quality, and the client experience · Continuously expand skills and expertise within Advyzon, Black Diamond, and related applications KNOWLEDGE SKILLS AND ABILITIES · Experience with portfolio accounting systems such as Advyzon or Black Diamond · Intermediate to advanced Excel spreadsheet proficiency · Positive attitude, strong work ethic, and ability to thrive in a fast-paced environment · Excellent written and verbal communication skills; ability to explain technical concepts clearly. · Experience with rebalancing and trading applications a plus · Experience with Investment industry CRM applications preferred · Strong analytical and problem-solving skills with a high attention to detail. · Ability to manage multiple priorities and take ownership of deliverables · Custodian experience a plus (Schwab, Fidelity, Pershing) EDUCATION · Bachelor’s Degree or combination of industry experience and education required · 1+ years’ experience working in the independent financial services space

Responsibilities

The Operations Analyst supports RIA firms by managing portfolio accounting and reporting systems, which includes setting up Advyzon databases, ensuring data integrity through audits, and developing operational workflows. This role also involves providing direct client support, managing third-party integrations, and collaborating with internal teams for a seamless client experience.