Operations Analyst

JOB TITLE: Operations Analyst

REPORTS TO: Director of Operations

LOCATION: Portland, OR or Indianapolis, IN

SUMMARY

The Operations Analyst plays a key role in supporting tru Independence RIAs by ensuring the accuracy, efficiency, and reliability of our portfolio accounting and reporting systems. This client-facing, detail-oriented role is responsible for database setup, data integrity oversight, performance reporting, workflow development, and day-to-day support across Advyzon and Black Diamond.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Setup unique instances of Advyzon databases for onboarding firms, including all settings, branding, asset classifications, reporting templates, portal/app templates, CRM structure, investment models and trading processes, workflows, third-party integrations, etc.
Provide training and ongoing support to RIAs on portfolio accounting systems and related tools
Perform daily, weekly, monthly and quarterly audits to ensure data integrity for billing and reporting
Develop and maintain procedures related to portfolio accounting system and CRM maintenance
Set up and maintain integrations with AI tools, financial planning software, investment research programs, and other third-party applications
Manage and resolve client support requests through the service ticketing system, using virtual communication tools (Zoom, Teams, email) to provide responsive, clear, and client-focused support
Partner with portfolio accounting system vendors to troubleshoot issues, identify bugs, test enhancements, and advocate for product improvements
Collaborate with other internal teams, like Billing, Compliance, Technology and Relationship Management to deliver a seamless client experience
Identify and drive initiatives geared toward improving operational efficiency, data quality, and the client experience
Continuously expand skills and expertise within Advyzon, Black Diamond, and related applications

KNOWLEDGE SKILLS AND ABILITIES

Experience with portfolio accounting systems such as Advyzon or Black Diamond
Intermediate to advanced Excel spreadsheet proficiency
Positive attitude, strong work ethic, and ability to thrive in a fast-paced environment
Excellent written and verbal communication skills; ability to explain technical concepts clearly.
Experience with rebalancing and trading applications a plus
Experience with Investment industry CRM applications preferred
Strong analytical and problem-solving skills with a high attention to detail.
Ability to manage multiple priorities and take ownership of deliverables
Custodian experience a plus (Schwab, Fidelity, Pershing)

EDUCATION