Client Operations Analyst Jobs

True North Advisors is currently hiring for a. Client Operations Analyst. position to join our. Fort Worth Office. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs. This is an onsite full-time support role that reports to the Manager of Client Operations. Primary responsibilities include. Experienced service p...

DUTIES And RESPONSIBILITIES. Perform client investment account administration and maintenance. Familiarization with entity structures (Individuals, Trust, Corps., LLP). Prepare brokerage account applications. Process account maintenances (close accounts, registration changes, account updates). Manage letters of authorization. Reconcile tax basis information. Obtain, review and distribute corporate notices. Investment account transactions. Cash mo...

Operations Analyst – Hedge Fund Operations. Location. Pittsburgh, PA (Hybrid). We are seeking a detail-oriented. Operations Analyst. to join a growing private markets operations team supporting hedge fund investment activities. This role serves as a key liaison between wealth advisors and fund administrators, ensuring subscriptions, redemptions, transfers, pricing, and holdings are processed accurately and efficiently. The ideal candidate is high...

Operations Analyst – Hedge Fund Operations. Location. Pittsburgh, PA (Hybrid). We are seeking a detail-oriented. Operations Analyst. to join a growing private markets operations team supporting hedge fund investment activities. This role serves as a key liaison between wealth advisors and fund administrators, ensuring subscriptions, redemptions, transfers, pricing, and holdings are processed accurately and efficiently. The ideal candidate is high...