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Senior Operations Analyst: Portfolio Data & Reconciliation
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-23
Listing for:
Clearstead Advisors LLC
Full Time
position Listed on 2026-08-23
Job specializations:
-
Accounting
Financial Reporting -
Business
Job Description & How to Apply Below
Clearstead Advisors LLC is seeking a Sr. Operations Analyst to support the Operations team with account onboarding, portfolio accounting setup, and standardized reporting across daily, monthly, and quarterly cycles.
You will partner with custodians and internal groups to resolve exceptions, maintain data integrity, and drive process improvements.
The ideal candidate has 3–5 years in financial services operations and strong analytical, organizational, and communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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