Disclaimer: Our web platform is now fully operational again following a few days of intermittent availability. The transition to a new interface caused some temporary onboarding issues, which have since been fully resolved. This position must be filled urgently and is an exclusive Zuud search.
Given the urgency of this search, candidates will be managed directly by our team, without the need to log in or sign up to the platform.

Job Title: Operations Analyst (Full-Time)
Location: New York, NY (Remote from Buenos Aires, Argentina)
Hours: Full-Time

Who we are

Founded in 1999, our client is an independent, SEC Registered Investment Advisor that offers investment and advisory services to high-net worth individuals, families, trusts, and businesses in a multi-family office style approach. The firm strives to deliver a thoughtful, customized wealth management experience and fosters a collaborative atmosphere that is both dynamic and professional. The firm is committed to operational excellence and delivering high-quality financial insights to support business growth.

About the Role

We are seeking a motivated and detail-oriented Operations Analyst to join the team. This role sits at the intersection of client service, data management, and portfolio reporting, offering a unique opportunity to build a strong foundation in wealth management operations. The ideal candidate is eager to learn, thrives in a fast-paced environment, and is committed to delivering high-quality work across a variety of operational functions.
Key Responsibilities

Serve as a primary point of contact for various matters related to the performance reporting system, supporting the VP of Systems & Portfolio Operations in reconciling data, implementing updates, and maintaining Addepar.
Input, reconcile, and maintain accurate investment data within Addepar (data reporting system), overseeing data integrity across all alternative investment holdings and promptly addressing system-related issues.
Prepare and distribute internal weekly and monthly Addepar-based reports, delivering key portfolio updates, operational highlights, and data-quality insights to support team efficiency and decision-making.
Lead the preparation and reconciliation of quarterly and ad-hoc portfolio reports using Addepar, supporting client needs.

Identify, troubleshoot, and resolve reporting discrepancies within Addepar, collaborating with custodians, investment managers, and internal teams to maintain clean and reliable data.
Assist the client relations team with day-to-day administrative tasks, paperwork, and documentation, ensuring smooth client service operations and a high standard of client experience.

What We're Looking For

A genuine desire to learn and develop expertise in wealth management, financial markets, and economics.
A team player who collaborates effectively across departments and contributes positively to a collegial work environment.
Enthusiasm for gaining broad exposure to all asset classes — public equities, fixed income, hedge funds, private equity, real assets, and more — as well as direct interaction with investment managers and seasoned industry professionals.
Ability to thrive in a fast-paced, dynamic environment with a growth mindset and a proactive approach to taking on new responsibilities.

Why Join Us

This role offers meaningful exposure to all aspects of wealth management operations and direct collaboration with experienced investment professionals. This role offers experience across a broad range of functions within the wealth management industry and can support the development of long-term career interests.
Qualifications

Bachelor's degree in Finance, Economics, or related fields

2–5 years of experience in a corporate or professional setting; financial services experience preferred

Basic understanding of financial markets

Experience with Addepar or other performance reporting systems a plus

Strong attention to detail and organizational skills

Ability to work independently and as part of a team