What are the responsibilities and job description for the Operations Analyst position at Sanctuary Wealth?
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
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
- 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)
- Bachelor’s Degree or combination of industry experience and education required
- 1 years’ experience working in the independent financial services space