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Product Operations Analyst

Are you ready to be at the center of a fast-moving platform where data, precision, and collaboration power every decision? Our client is redefining how it delivers sophisticated operational excellence across an industry-leading wealth platform. As the Product Operations Analyst, you will serve as a go-to operational expert and platform power user, partnering across teams to keep systems aligned, data clean, and workflows scalable, while supporting our client’s forward-thinking organization built for scale and long-term growth.

Best-in-Class Benefits and Culture:

Our client values their employees’ time and efforts. Their competitive compensation of $100,000, and an extensive benefits package enhance their commitment to your success. Our client’s benefits package includes: 

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

Required Qualifications:

• Bachelor’s degree or equivalent experience 
• 2–5+ years of experience in product, investment, or platform/data operations.
• Advanced analytical skills, exceptional attention to detail, and high proficiency in Excel and data validation workflows.

Preferred Qualifications: 

• Finance background.
• Familiarity with CRM systems (Salesforce preferred) and exposure to SQL, Python, BI tools, billing, performance reporting, or workflow automation is strongly preferred.

Your responsibilities as the Product Operations Analyst will include:        

• Serve as an Addepar subject-matter expert, managing platform configuration, data integrity, custodial feeds, reporting, and reconciliations.
• Oversee alternative investment operations, including commitments, capital activity, valuations, documentation, and data accuracy.
• Support trading and billing workflows by validating data, monitoring readiness, and ensuring accurate platform configuration.
• Maintain data quality across systems by aligning CRM and platform data, performing regular data hygiene checks, and managing structures and metadata.
• Enhance operational scalability by identifying process improvements, automation opportunities, and contributing to advanced data and AI initiatives.

About Our Client:

Our client is an independent, high-growth wealth advisory firm known for its entrepreneurial mindset and personalized approach to helping ultra-high-net-worth families, executives, and entrepreneurs achieve clarity and confidence in their financial lives. With a commitment to deep relationships, integrity, and innovative solutions, our client combines a boutique service ethos with best-in-class technology and operational infrastructure to deliver exceptional outcomes for a select group of sophisticated clients.

Ready to take the Lead?

This is your opportunity to step into a high-impact role where your expertise drives accuracy, efficiency, and innovation across a cutting-edge wealth platform. Apply now and transform complex operations into seamless, scalable solutions.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.

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