Jobs in the United States

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Added 5 mins ago
OO
Supervisory Budget Analyst
Office of Budget and Program Analysis
Kansas City, MO · Washington, DC
- $126,384 to $164,301 USD / year
…Secretary for Administration (ASA), Staff Office Directors, senior management staff on all financial matters concerning appropriations, allotments, reimbursements, and mandatory and trust…
Added 8 mins ago
CA
Management and Program Analyst
Customs and Border Protection
Washington, DC
- $70,623 to $111,087 USD / year
Serving as a primary program liaison with CBP offices, the Department of State, foreign embassy consular sections, and other stakeholders; resolving complex operational issues; representing…
Added 10 mins ago
SA
SEC Fellow (Financial Analyst)
Securities and Exchange Commission
Los Angeles, CA · Denver, CO · Washington, DC · Chicago, IL · Philadelphia, PA · New York, NY · Boston, MA
- $168,396 to $292,300 USD / year
Communicating risk assessments, scenario analyses, and strategic recommendations to senior leadership and stakeholders through briefings and reports to inform executive decision-making and…
Added 11 mins ago
Sr. Cybersecurity Engineer
Visa U.S.A. Inc.
Austin, TX
The Senior Cloud Security Analyst is responsible for securing Pismo's cloud-native infrastructure, platforms, and services through the design, implementation, monitoring, and continuous…
Added 11 mins ago
Cybersecurity Engineer
Visa U.S.A. Inc.
Austin, TX
Working with senior IAM engineers, the analyst operates and continuously improves access controls for human and non-human identities
Added 23 mins ago
US
MANAGEMENT ANALYST (MANPOWER)
United States Fleet Forces Command
Fort Meade Naval Facilities, MD
- $121,785 to $166,442 USD / year
…with Resource Management and Comptroller office to ensure FTE program allowances align with budgetary controls. | You will apply quantitative methods, including statistical tools, to…
Added 7 hours ago
Graduate Development Program, Associate Analyst, Regulatory Delivery and Strategy
natgridProd
Waltham, MA
Are you excited by the idea of turning data into decisions that drive major energy investments? As an Associate Analyst on the Regulatory Delivery and Strategy team supporting National…
Added 14 hours ago
IT SECURITY LEAD ANALYST
All Kingspan and Affiliate Companies
Deland, FL
Summary: The IT Security Lead Analyst will take a senior role in security intelligence, anomaly hunting, and incident response. The analyst must leverage intuition, security knowledge, and…
Added 14 hours ago
IT SECURITY LEAD ANALYST
Kingspan Insulated Panels - Open
Deland, FL
Summary: The IT Security Lead Analyst will take a senior role in security intelligence, anomaly hunting, and incident response. The analyst must leverage intuition, security knowledge, and…
Added 17 hours ago
VP, Portfolio Manager
Celtic Bank
Remote, United States
…quality while maintaining sound judgment and applicable data…
Added 18 hours ago
Public Utilities Specialist (Revenue)
Bonneville Power Administration
Portland, OR
…this position is to serve as a Public Utilities Specialist and analyst responsible for providing timely and accurate customer billing services for BPA's customer contracts. Responsibilities…
Added 18 hours ago
Public Utilities Specialist (Revenue)
Bonneville Power Administration
Portland, OR
…this position is to serve as a Public Utilities Specialist and analyst responsible for providing timely and accurate customer billing services for BPA's customer contracts. Responsibilities…
Added 1 day ago
Data Quality Analyst
Avalore, LLC
Arlington, VA
The Data Quality Analyst will monitor and ensure data integrity and accuracy across the Advana platform. This person will implement data quality tools and processes, define quality metrics,…
Added 1 day ago
Information Security Analyst
Avalore, LLC
Arlington, VA
The Information Security Analyst will support the design, implementation, and management of cybersecurity controls and processes for the War Data Platform (WDP) to ensure compliance with…
Added 1 day ago
Management Analyst
Avalore, LLC
Arlington, VA
The Management Analyst will analyze and evaluate War Data Platform (WDP) program operations, processes, resources, and performance to support effective program management and strategic…
Added 1 day ago
Sr. Analyst, Accounting
Toyota
Plano, TX
Toyota’s Corporate Accounting Department is looking for a passionate and highly-motivated Senior Analyst, Accounting.
Added 1 day ago
Senior Analyst, Rebate Administration
Abbott
Austin, TX
Our team in Austin, TX (or Alpharetta, GA) is looking for a Senior Analyst, Rebate Administration
Added 1 day ago
Senior Analyst, Rebate Administration
Abbott
Austin, TX
Our team in Austin, TX (or Alpharetta, GA) is looking for a Senior Analyst, Rebate Administration
Added 1 day ago
Senior Sales Compensation - Analyst
ADT
Boca Raton, FL
Analyze compensation and performance data to assess plan and program effectiveness, earnings outcomes, quota attainment and performance trends across roles, tenure, and geographic markets.
Added 1 day ago
Senior Scheduler
Sargent & Lundy
Indianapolis, IN
As a Senior Project Scheduler for Capital Projects, you will apply your technical skills to meet project team and client needs for developing / maintaining project schedules and monitoring…
Added 1 day ago
Financial Analyst I/II
Greenheck Group
Schofield, WI
As the Financial Analyst I/II, you will be responsible for preparing, reviewing, consolidating, explaining and communicating financial data for one or more business units. You will work…
Added 1 day ago
Financial Planning Analyst
Penn State University Talent Acquisition
University Park, PA
Added 1 day ago
Senior Financial Analyst, US GDCL
J&J Family of Companies
West Chester, PA
Johnson & Johnson is hiring for a Senior Financial Analyst - US GDCL within the MedTech DePuy Synthes organization. DePuy Synthes is the world’s leading orthopedics company, with…
Added 1 day ago
Senior Commercial Compliance Analyst
Marathon Petroleum Company LP
San Antonio, TX
MPC has an opportunity for a Senior Commercial Compliance Analyst. This role is open to Findlay, Houston or San Antonio and supports the Middle office’s independent oversight of Commercial…
Added 1 day ago
OF
Accident & Health - Senior Financial Analyst
Ohio Farmers Insurance Company
Berkeley Heights, NJ
- $15.92 USD / hour
The Accident and Health Senior Financial Analyst implements financial processes supporting the core operations of the Accident and Health business unit, including premium billing and…

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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