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Wealth Investment Operations Analyst — Data & Reporting

Job in Cary, Wake County, North Carolina, 27518, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
Focus Financial Partners is seeking an Investment Operations Analyst in North Carolina to assist with investment-related data and client communications. The role requires a Bachelor's Degree, 2+ years of industry experience, and proficiency in MS Office. Responsibilities include assisting with portfolio trading, client meetings, and developing reports. The annual salary is expected to be between $65,000 and $75,000, with additional benefits including bonuses and health insurance.
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