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Added 2 mins ago
Senior Financial Analyst - Financial Planning & Analysis
First Quality Enterprises, LLC
United States
We are seeking a Senior Financial Analyst – Financial Planning & Analysis for our First Quality Enterprises office located in Great Neck, NY. As a member of the Enterprise Central Finance…
Added 5 mins ago
Senior Technical Business Analyst - Information Technology
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Chicago, IL
…established procedures or methodologies, proactively monitors and controls task status by collecting and analyzing task data to anticipate and address barriers, appropriately communicates…
Added 7 mins ago
EG
Sr IT Governance Analyst
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Washington, DC
- $42 to $52 USD / hour
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Added 9 mins ago
Senior Analyst, Global Export Controls
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Added 13 mins ago
EG
Sr IT Governance Analyst
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- $42 to $52 USD / hour
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Added 16 mins ago
Assistant/Associate Director of Athletics | I02592
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…strategic support for the University’s intercollegiate athletics program. The Assistant/Associate Director reports to the Director of Athletics for assigned athletics functions and is…
Added 19 mins ago
Cyber Threat Intelligence (CTI) Analyst
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Sentar is seeking a Cyber Threat Intelligence (CTI) Analyst!
Added 23 mins ago
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Risk Analyst
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- $110,000 USD / year
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Business Analyst
Aston Carter
Miami, FL
- $45 to $48 USD / hour
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Added 25 mins ago
Z5
Industrial Security Analyst II/III
Zone 5 Technologies
San Luis Obispo, CA
- $99,000 to $130,000 USD / year
The Industrial Security Analyst provides comprehensive security support for company facilities, personnel, and government programs operating within both classified and unclassified…
Added 30 mins ago
AML Sanctions Analyst Senior
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Remote, United States
…to contribute to the company’s success. As an AML Sanctions Analyst Senior within PNC's AML organization, you will be based in Pittsburgh, Pennsylvania; Birmingham, Alabama; Tampa, Florida;…
Added 37 mins ago
Project Coordinator IV (Sustainability)
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The Project Coordinator IV – Sustainability provides project coordination, cost management, and financial controls support to the BuildLACCD Sustainability Strike Team throughout the…
Added 38 mins ago
Model Manager
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Ensure documentation, controls, and governance activities remain current and audit-ready
Added 38 mins ago
Sr. Analyst Compliance Monitoring
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Added 41 mins ago
Information Security Analyst, FT, Days
Prisma Health
Greenville, SC
…policies. Assists with Third Party Risk Assessments and recommends controls and monitors the effectiveness of the controls after implementation. Provides enterprise-wide, risk-based…
Added 41 mins ago
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Sr IT Governance Analyst
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Little Rock, AR
- $42 to $52 USD / hour
Our client seeks a Sr IT Governance Analyst to provide counsel on IT controls, risk management, and audits. The role partners with the AI Center of Excellence to align internal AI…
Added 41 mins ago
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5 - 10 years experience professional experience in program and/or cost controls on a construction program.
Added 42 mins ago
Senior Financial Analyst, Financial Planning & Analysis
AutoZone
Memphis, TN
The Senior Financial Analyst, Financial Planning & Analysis supports enterprise financial planning, forecasting, performance reporting, and strategic analysis. This position prepares and…
Added 51 mins ago
S&T - Prime Sales Analyst Graduate Program 2027 New York
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Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules,…
Added 51 mins ago
Banking Analyst Summer Internship Program 2028 Houston
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Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules,…
Added 54 mins ago
JL
Cybersecurity Analyst I
JT4, LLC
Edwards AFB, CA
- $86,000 to $105,000 USD / year
RANGE POSITION DESCRIPTION: As a professional with JT4, the Cybersecurity Analyst I will be responsible for working with a motivated team to provide cybersecurity support to various DoW…
Added 55 mins ago
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Hybrid AP Analyst
Aston Carter
Malvern, PA
- $26 to $30 USD / hour
We are seeking an experienced Accounts Payable Analyst to support a high-volume corporate AP environment.
Added 55 mins ago
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Security Metrics & Reporting Analyst
Centene Corporation
Jefferson City, MO
- $70,100 to $126,200 USD / year
…information architecture, version control, permissions/access controls, and retention/lifecycle management. Enable secure self-service access to approved dashboards, metric definitions, and…
Added 55 mins ago
EG
Sr IT Governance Analyst
Eliassen Group
Jefferson City, MO
- $42 to $52 USD / hour
Our client seeks a Sr IT Governance Analyst to provide counsel on IT controls, risk management, and audits. The role partners with the AI Center of Excellence to align internal AI…
Added 1 hour ago
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Field Data Collection Engineer
Actalent
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- $69.16 to $70 USD / hour
…early-career engineer, engineering technician, or technically oriented analyst who enjoys hands-on work and frequent travel, transforming physical observations into structured engineering…

Clearstead Advisors LLC

Sr. Operations Analyst – Private Markets Reporting

Cleveland, OH, United States

$65,000 to $80,000 USD / year

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Job details

Pay: $65,000 to $80,000 USD / year
Posting language: English
Posted: Nov 2, 2026

Original job description

Description

This position supports the Private Market Operations team across complex private markets reporting and operations, with direct ownership of alternative investment reporting. The role performs account and asset onboarding, portfolio accounting and Arch maintenance, reporting and data reconciliation, and transaction processing. Reporting to the Manager of Private Market Operations, the Senior Analyst partners with internal private markets and operations teams to maintain accurate client and private investment data in Arch and portfolio accounting systems. The position leads key daily, monthly, and quarterly workflows and supports accurate, timely reporting for private and institutional clients.

Key Responsibilities

Lead key operational processes and execute complex work across daily, monthly, and quarterly workflows, with direct ownership of alternative investment reporting.
Perform account onboarding, setup, and maintenance across portfolio accounting and reporting systems, including asset setup, classification, and data configuration.
Maintain data integrity by monitoring feeds, ensuring timely updates, and resolving exceptions, with an emphasis on alternative investment data quality and completeness.
Process transactions, perform reconciliations, and investigate discrepancies with custodians and fund administrators, including capital calls, distributions, and valuation (NAV) updates.
Review and process capital account statements, capital call and distribution notices, and other fund documents; track commitments and unfunded balances; maintain supporting documentation; and ensure accurate accounting and reporting.
Lead alternative investment data and reporting workflows in partnership with Arch and the Alternative Investments team; identify data gaps, perform quality reviews, and drive issues through resolution.
Produce monthly and quarterly reporting deliverables for private and institutional clients, including alternative investment reporting, and support aggregation, review, and distribution workflows.
Train and mentor Operations Analysts, serve as an escalation point for complex issues, document procedures, and support cross-coverage and process improvement initiatives.
Support daily production activities, account closings, and broader operational priorities while following established procedures and recommending improvements to efficiency and controls.
Support internal and external audit and compliance requests related to private markets data and processes.
Perform other duties and projects as assigned to support the team.

Role Scope and Working Relationships

Direct Reports: None
Decision-making responsibility: Independently analyze and resolve complex operational problems; serve as an escalation point for complex issues. Approval authority and escalation thresholds are to be confirmed.
Key internal partner(s): Private Market Operations, internal private markets and operations teams, and the Alternative Investments team
Key external relationship(s): Custodians, fund administrators, general partners, and Arch; supports reporting for private and institutional clients
Primary systems/tools: Arch (alternative investment data platform), portfolio accounting and reporting systems, Microsoft Excel, Microsoft 365 Copilot, and other AI tools used in accordance with firm data security and compliance policies
Travel Requirements: Minimal

Requirements

Required Qualifications

Bachelor’s degree in business, Finance, Data Analytics, or a related field, or equivalent relevant experience.
3+ years of experience in financial services or wealth management operations, including at least 2 years working with alternative or private market investments such as private equity, private credit, real estate, or hedge funds.
Demonstrated ability to analyze and resolve complex problems independently, with strong attention to detail.
Ability to manage multiple requests and priorities and meet deadlines in a fast-paced environment.
Ability to communicate and work well with cross-functional teams and external partners, including custodians, fund administrators, and general partners.
Strong organizational and interpersonal skills; excellent written and verbal communication.
Working knowledge of portfolio accounting and reporting systems, reconciliations, and alternative investment processing, with the ability to lead alternative investment reporting workflows.
Understanding of private fund structures and documents, including capital account statements and capital call and distribution notices.
Advanced Microsoft Excel skills, including XLOOKUP and pivot tables.
Experience using Microsoft 365 Copilot and other AI tools to streamline operational workflows, reconciliations, and procedure documentation while following firm data security and compliance policies.
Commitment to company values.

Preferred Qualifications

Experience with Orion, Addepar, and/or Arch.

Work and Physical Requirements

Work environment: Office and home office; hybrid work flexibility of up to 2 days per week from home after an initial orientation period.
Physical requirements: Job-related physical requirements are to be confirmed; none are specified in the source job description.
Cognitive / communication requirements: Analyze and resolve complex problems; maintain attention to detail; organize and prioritize multiple requests; meet deadlines; and communicate effectively with cross-functional teams and external partners.

Performance Expectations

Maintain accurate, complete client and private investment data in Arch and portfolio accounting systems.
Deliver accurate, timely monthly and quarterly private markets reporting for private and institutional clients.
Resolve reconciliation discrepancies, data gaps, and complex operational exceptions while maintaining supporting documentation and established controls.
Support team effectiveness through mentoring, procedure documentation, cross-coverage, process improvements, and audit and compliance support.

About Clearstead and Benefits

Clearstead is an independent institutional and wealth advisory firm in Cleveland, Ohio. Institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Private clients include families, individuals, and related entities.

The qualified candidate can expect:

A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels.
The opportunity to join a growing employee-owned firm offering professional growth in a dynamic, intellectually challenging industry.
An opportunity to work with high-profile private clients and institutions across the country.
A competitive base salary with an incentive bonus program.
A 401(k) savings plan with company contributions.
Health, Dental, Vision, and Long-term disability insurance.
A generous paid time off program.
Hybrid work flexibility of up to 2 days per week from home after an initial orientation period.

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from individuals from all diverse backgrounds.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

General Statement

This job description summarizes the primary duties and requirements of the position. It is not intended to be an exhaustive list of every responsibility or task. Responsibilities may be adjusted based on business needs, consistent with applicable law. Nothing in this job description creates a contract of employment or changes the at-will employment relationship where applicable.

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