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Senior Portfolio Analytics & Implementation Analyst

Job in Lynchburg, Campbell County, Virginia, 24513, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-11-05
Job specializations:
  • IT/Tech
    Business Intelligence, Data Analyst
  • Finance & Banking
    Banking Analyst
Salary/Wage Range or Industry Benchmark: 95000 - 116000 USD Yearly USD 95000.00 116000.00 YEAR
Job Description & How to Apply Below

Osaic is seeking a Senior Analyst for Portfolio Analytics & Implementation in a flexible location in the United States. The role focuses on delivering high-quality portfolio analysis, proposal support, and implementation across the firm, partnering with Advisors, Investment Team, Sales, and Client Service.

The Senior Analyst will be a hands-on resource for YCharts, Black Diamond, and related platforms, supporting standardized workflows and ensuring accuracy, responsiveness, and client focus.

For the Senior Portfolio Analytics & Implementation Analyst position at Advisor Group, we are reviewing applications now.

Join us at Advisor Group as our next Senior Portfolio Analytics & Implementation Analyst in Merrifield, VA, United States.

We are currently recruiting a Senior Portfolio Analytics & Implementation Analyst for our team in Merrifield, VA, United States.

This is a great role to take on the Senior Portfolio Analytics & Implementation Analyst role at Advisor Group.

Position Requirements
10+ Years work experience
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