Job Description
We are hiring an Operations Analyst (Reporting) for a leading wealth management firm in the Columbus, Ohio area. You will be focused on the implementation of a new portfolio management and client reporting platform. This individual will play a key role in maintaining and validating data accuracy across reporting systems while supporting a long-term system transition effort. This is a high-visibility, operations-focused role working closely with reporting and project teams to ensure the integrity of client data throughout the lifecycle of the implementation.

Responsibilities include:
Monitor daily account activity, including:
- New account openings
- Account closures and client transitions
- Ensuring accurate system ingestion of all updates
Maintain data accuracy across multiple systems, including client data and portfolio reporting platforms
Reconcile transactional and valuation data against custodians (Schwab, Fidelity, etc.)
Identify d...