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business development analyst Jobs in Indianapolis

business development analyst

investment analyst

Ambrose

<div>Description:
<p><b>
ABOUT AMBROSE</b></p><p>
We are a vertically-integrated investment manager specializing in the acquisition, development and operation of Class A industrial, logistics and e-commerce real estate. Ambrose brings institutional experience and a people-first approach to achieve meaningful outcomes for our clients, our partners and each other. We are actively looking for other forward-thinking problem-solvers to join our team.</p><p><b>
OUR VALUES</b></p><ul><li>
Determination &ndash; We are driven and resourceful, motivated to exceed ambitious goals.</li><li>
Excellence &ndash; We relentlessly pursue the highest quality experiences and outcomes.</li><li>
Creativity &ndash; We are A+ problem solvers, finding possibilities and opportunity when others cannot.</li><li>
Kindness &ndash; Honesty, fairness and respect are at the heart of who we are. We value diversity, build authentic relationships and genuinely care.</li></ul><p><b>
ABOUT THE ROLE</b></p><p>
The <b>Capital Markets Analyst</b> will support Ambrose&rsquo;s investor relations, fund management, and capital markets functions. This position will focus on financial modeling, portfolio analytics, and fundraising support, including DDQ response preparation, CRM management, and investor reporting. The Analyst will collaborate across teams to provide data-driven insights and optimize Ambrose&rsquo;s investor communication and technology platforms.</p><p><b>
WHAT YOU WILL DO</b></p><p>
Fund &amp; Portfolio Analytics</p><ul><li>
Build and maintain financial models, sensitivity analyses, and internal dashboards to support investment decisions.</li><li>
Aggregate and synthesize data across assets, funds, and joint ventures.</li><li>
Review and abstract information from complex real estate agreements to assist with the preparation of financial materials. Collaborate with internal team and external partners to support market intelligence and strategic initiatives.</li><li>
Work closely with Accounting and Asset Management teams to understand property and fund-level cash flows for historical reporting and capital planning, and forecasting.</li></ul><p><br>
</p><p>Capital Markets &amp; Systems</p><ul><li>
Support capital raising efforts across funds, joint ventures, and separately managed accounts.</li><li>
Build debt packages summarizing financing opportunities; prepare term sheet comparisons and support investment committee memo preparation.</li><li>
Support quarterly and annual investor reporting packages, debt/equity transaction tracking, performance monitoring, and track record reporting.</li><li>
Manage and optimize CRM systems for investor and partner relationship tracking.</li><li>
Work with technology and finance teams to improve reporting automation and process efficiency.</li></ul><p><br>
</p><p>Investor Relations</p><ul><li>
Assist in responding to investor due diligence questionnaires (DDQs), requests for proposals, and data requests.</li><li>
Partner with leadership to maintain data room materials and presentations.</li><li>
 Support onboarding new investors in the subscription process.</li></ul>
Requirements:
<p><b>
WHAT YOU BRING</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Business, or Real Estate.</li><li>
Internship experience in real estate, investment banking, or private equity.</li><li>
Proven experience supporting complex and time-sensitive projects.</li><li>
Strong analytical background, excellent Excel skills, and familiarity with underwriting.</li><li>
High attention to detail with an appreciation for maintaining data quality and integrity.</li><li>
Familiarity with Juniper Square, DealPath, and fund administration systems is a plus.</li><li>
Excellent written and verbal communication skills with the ability to prepare polished materials for lenders and investors.</li><li>
Strong time management and problem-solving skills; a self-starter who thrives in fast-paced environments.</li><li>
Strong organizational skills and ability to manage multiple projects simultaneously.</li></ul><p><b>
WORKING HOURS</b> This role is based in Indianapolis, with flexibility for occasional travel (up to 10%) for meetings and industry events.</p></div>

Capital Markets Analyst

OneAmerica Financial Partners, Inc

<div><p>At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!</p>
<p>
The Financial Analyst supports the operational needs, analysis and administration within the Employee Benefits (EB) incentive compensation plans. This position serves as primary back-up to the Financial Analyst II for expense reporting, accounting, month-end and year-end close processes, as well as other functions as needed. The Analyst builds relationships with internal sales colleagues, sales management and corporate customers, providing assistance as needed.</p>
<p><b>
What you will do:</b></p>
<ul>
<li>Perform various budget, expense management, and accounting function</li>
<li>
<p>Reporting &ndash; Assist in the close process for the EB LOB, manage monthly variances, accruals, and variance analysis. Consolidate large volumes of data into easily understood and actionable information.</p>
</li>
<li><p>Creativity &ndash; Design reports to effectively communicate to a broad audience in a consumable way. Manage large data sets and link information together to provide new insights.</p>
</li>
<li>Business Process Improvement &ndash; Redesign and improve current business processes (i.e. PEPM, Premium accounting, GL reconciliation's) to drive ownership, accountability, and improved internal controls.</li>
</ul>
<p></p><p><b>What you will need:</b></p>
<ul>
<li>Bachelor's Degree in Accounting, Business, or related field.</li>
<li>2-3 years in the fields of Finance or Accounting</li>
<li>Ability to build strategic relationships with internal and external stakeholders</li>
<li>Ability to solve complex problems and cross-functionally collaborate in achieving enterprise goals</li>
<li>Proven experience articulating complex data to both a technical &amp; non-technical audience.</li>
<li>Or any combination of education and experience which would provide an equivalent background</li></ul><br>
<p></p>
<p>
Salary Band: 04B</p>
<p>
#LI-SH1</p>
<p>
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.</p>
<p>
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:</p>
<ul>
<li>Medical &amp; prescription, dental, vision insurance</li>
<li>Health Savings Account &amp; Flexible Spending Accounts</li>
<li>Paid Time Off</li>
<li>10 weeks 100% paid parental leave (after completing 12 months of employment)</li>
<li>401(k) Plan with company match</li>
<li>Pension Plan</li>
<li>Company paid life &amp; disability insurance</li>
<li>Wellness Program &amp; Company paid employee assistance program</li>
<li>Clinic access subject to location* <i>(*Indianapolis, Charlotte, Cincinnati</i>)</li></ul><br>
<p></p>
<p>
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.</p>
<p>
Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.</p>
<p>
Disclaimer: American United Life Insurance Company (&ldquo;OneAmerica Financial&rdquo;) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.</p>
<p>
For all positions:</p>
<p>
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.</p>
<p>
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.</p></div><p></p>

Financial Analyst

Elevance Health

<p></p><div><p><b>Financial Accounting Senior</b></p><p></p><p><b>
Location:</b> This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.</p><p></p><p>
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.</p><p></p><p>
The <b>Financial Accounting Senior </b>will be responsible for providing technical leadership and setting the strategic direction of projects.</p><p></p><p><b>
How you will make an impact:</b></p><ul><li><p>
Oversee the accounting, reporting, and analysis for the company&rsquo;s investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements.</p></li><li><p>
Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis.</p></li><li><p>
Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs.</p></li><li><p>
Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes.</p></li><li><p>
Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions.</p></li><li><p>
Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting.</p></li><li><p>
Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations.</p></li><li><p>
Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies.</p></li></ul><p></p><p><b>
Minimum Requirements:</b></p><p></p><p>
Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years&rsquo; experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background.</p><p></p><p><b>
Preferred Skills, Capabilities, and Experiences:</b></p><ul><li><p>
CPA preferred.</p></li><li><p>
Degree in Accounting strongly preferred.</p></li><li><p>
Experience with Hyperion/Essbase preferred.</p></li><li><p>
Intermediate Excel experience preferred.</p></li><li><p>
Demonstrated ability to interpret technical accounting guidance.</p></li><li><p>
Experience with Clearwater or similar investment reporting platforms.</p></li></ul><br>
<p></p>
<p>Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.</p>
<p>Who We Are</p>
<p>Elevance Health is a health company dedicated to improving lives and communities &ndash; and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.</p>
<p>How We Work</p>
<p>At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.</p>
<p>We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.</p>
<p>Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.</p>
<p>The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.</p>
<p>Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.</p>
<p>Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.</p></div>

Financial Accounting Senior – Investment Accounting

Community Health Network

<div><div><div><div>Category</div>
<div>Professional &amp; Business Support</div>
</div><div><div>Job Family</div>
<div>Finance</div>
</div><div><div>Department</div>
<div>Finance</div>
</div><div><div>Schedule</div>
<div>Full-time</div>
</div><div><div>Facility</div>
<div>Clearvista Parkway</div>
<div><div><div>Clearvista Pkwy</div><br>
<div>Indianapolis</div>, <div>IN</div> <div>46256</div><br>
<div>United States</div></div></div>
</div><div><div>Shift</div>
<div>Day Job</div>
</div><div><div>Hours</div>
<div>Monday - Friday 8am - 5pm</div><br>
</div></div><p></p><div><div><p><b>Join Community</b></p><p>
Community Health Network was created by our neighbors, for our neighbors. Over 60 years later, community is still the heart of our organization. It means providing our neighbors with the best care possible with state-of-the-art technology; getting involved in the communities we serve; and ensuring caregivers can learn, grow, and better serve our patients.</p><p><b>
Make a Difference</b></p><p>
The Financial Analyst provides financial analysis on existing and proposed programs, prepares ROI calculations for capital projects, assists with the annual operating budget, prepares government cost reports, and completes other assigned projects. This role is part of the Finance Department career ladder, offering expanded responsibilities and salary growth as skills develop.</p><p><b>
Exceptional Skills and Qualifications</b></p><ul><li>
Bachelor&rsquo;s degree in Accounting or Finance (required)</li><li>
One (1) or more years of accounting and/or finance experience; healthcare experience preferred</li><li>
Strong analytical, communication, and documentation skills</li><li>
Familiarity with Microsoft products preferred</li><li>
Ability to manage multiple projects and maintain accuracy</li><li>
Ability to prepare financial analyses and ROI summaries</li><li>
Ability to support budget preparation and cost reporting</li></ul></div>
<p><b>Why Community?
</b></p><p>At Community Health Network, we build teams that deliver exceptional care through empathy, communication and collaboration. We consider ALL an integral part of the exceptional patient experience. We PRIIDE ourselves on not having employees but Caregivers. Join our Community as we make a difference in your community.</p></div></div><p></p>

Herff Jones, LLC

HERFF JONES, Plant Finance Analyst
<br><b>Location:</b> Indianapolis, IN or Arcola, IL
<br><b>Starting Pay:</b> $70K - $95K DOE
<br><b>Travel:</b> ~10% (between Arcola and Indy)
<br><b>Hybrid:</b> 2 days a week remote / 3 days a week on-site
<br><br>
<b>Here's How You’ll Make an Impact:</b><br>
As a member of the Plant Finance team, the Plant Finance Analyst will play an integral role in driving financial excellence within our manufacturing and distribution operations by contributing to key financial processes. Including but not limited to month-end close, costing, financial planning, and data analysis. This position will also assist in operational analysis to support data-driven business decisions. You will be instrumental in the continuous improvement of processes, internal controls, and delivery of key financial and operational information to management.
<br><br>
<b>What we want you to accomplish:</b><br>
<ul>
<li>Lead and improve month-end close processes.</li>
<li>Support monthly/quarterly/annual budgeting and forecasting of both operating expenses and capital expense projects.</li>
<li>Enable your business partners to understand and explain cost performance versus targets and effectively communicate key insights to ensure P&L targets are achieved.</li>
<li>Access and manipulate data from multiple sources into meaningful analysis and insights.</li>
<li>Leverage rate and volume assumptions to analyze distribution center efficiency and manufacturing absorption.</li>
<li>Analyze procurement and cost data to determine make vs. buy effectiveness.</li>
<li>Analyze monthly financial results, including P&L and Balance Sheet. Compare results to target and prior year and identify key variance drivers.</li>
<li>Assist in leading the initiative to optimize and standardize inventory control processes and ensuring proper valuation of inventory.</li>
</ul>
<b>Core Activities:</b><br>
<ul>
<li>Prepare, analyze, and post monthly journal entries & reconciliations.</li>
<li>Assist in the preparation and creation of the quarterly forecast and annual budget.</li>
<li>Review monthly/quarterly results with leadership.</li>
<li>Update costs on existing and new items. Assist in ensuring BOM and Route accuracy. Analyze cost absorption.</li>
<li>Review and approve invoices for payment.</li>
<li>Assist in annual physical inventory count and valuation.</li>
<li>Convert volume and rate data into meaningful analysis to influence data-driven business decisions.</li>
<li>Utilize data tools and macros to automate financial and operational processes.</li>
<li>Calculate and analyze E&O (excess & obsolete) inventory.</li>
</ul>
<b>Success Indicators:</b><br>
<ul>
<li>Attention to Detail: You pay attention to the details, anything worth doing is worth doing right, every single time. You stay focused, and nothing falls through the cracks.</li>
<li>Curiosity: You exhibit a healthy level of intellectual curiosity which allows you to further yourself and the organization. You ask the right questions.</li>
<li>Problem Solving: You enjoy solving problems, taking on challenges and finding creative solutions that work across functions and business units. You are analytical and demonstrate critical thinking. You demonstrate ability to be a self-starter with a strong desire to learn and an ability to deliver a high quality/accurate work product.</li>
<li>Analytical: You excel at, and enjoy, analyzing large amounts of data and developing actionable</li>
</ul>
conclusions.
<br><ul>
<li>Communication: You communicate clearly. You write well, and you speak eloquently. You can translate financial jargon to a non-financial person.</li>
<li>Drive & Accountability: You are motivated, driven and embrace change. You take ownership of your work and hold yourself and others accountable.</li>
</ul>
<b>Education / Certifications Required:</b><br>
<ul>
<li>Bachelor’s degree in accounting or finance</li>
<li>2+ years of accounting experience in a manufacturing or distribution environment</li>
<li>Proficient in Microsoft Office products, such as Microsoft Excel. Knowledge of advanced MS applications such as PowerPivot, PowerQuery, and Power BI a plus</li>
<li>Anaplan or Anaplan XL experience a plus</li>
<li>Oracle 11.i or Infor M3 experience a plus</li>
<li>CPA or CMA license or candidate a plus</li>
<li>Strong quantitative and problem-solving skills</li>
</ul>
<b>About Herff Jones:</b><br>
Indianapolis-based Herff Jones is the nation’s leading provider of handcrafted graduation and educational products and services. With more than 100 years of experience, Herff Jones inspires achievement, fosters memorable student experiences, and builds lasting connections with educators, students, and their families. For more information, visit www.herffjones.com.
<br><br>
Herff Jones, Inc. and its affiliates are equal opportunity employers and maintain affirmative action plans to recruit, retain, develop, and promote qualified individuals without unlawful consideration of race, gender, gender identity, color, religion, sexual orientation, national origin, age, disability, citizenship status, veteran status, or any other characteristic protected by federal, state or local law. Herff Jones strives to maintain a work environment free from unlawful discrimination and harassment, where associates are treated with respect and dignity.
<br><br>
Any employment agency, person or entity that submits a résumé into this career site or to a hiring manager does so with the understanding that the applicant's résumé will become the property of Herff Jones. Herff Jones will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Plant Finance Analyst - Indianapolis, IN

State of Indiana

<p></p><div><div><div><div><div><b>Date Posted: </b>Mar 19, 2026
</div></div></div></div><div><div><div><div><b>Requisition ID: </b>474800
</div></div></div></div><div><div><div><div><b>Location:
</b>Indianapolis, IN, US, 46204<br>
</div></div></div></div><div></div><div><div><div><div><div><b>Work for Indiana</b></div><div></div><div><div><br>
Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies. At the state, you'll find competitive compensation, a robust benefits package and a commitment to work-life balance. Most importantly, you'll have the chance to make a real and measurable impact on the lives of Hoosiers across Indiana.</div></div><div></div><div><div><b><br>
About the Department of Financial Institutions</b><b>:</b></div></div><div>
The Indiana Department of Financial Institutions (DFI) works to promote growth and prosperity of local Indiana communities through effective and common-sense regulation. We regulate and supervise financial services providers in a manner that protects the interest of depositors, borrowers, shareholders, and consumers.</div><div></div><div><br>
We seek qualified candidates that embrace a dynamic and high-performing work environment that has well-identified career pathways and significant opportunities to progress throughout the organization.</div><div></div><div><b><br>
Role Overview:</b></div><div>
As a Financial Analyst, you will play a key role in ensuring the agency&rsquo;s financial operations run smoothly and efficiently. This position involves analyzing financial data, monitoring budgets, and supporting payroll, procurement, accounts payable, and contract administration functions. You will provide actionable insights to leadership, maintain compliance with state guidelines, and help optimize financial processes to support strategic goals.</div><div><b><br>
Salary Statement</b>:</div><div>
The salary for this position traditionally starts at $53,222.00 but may be commensurate with education or work experience.</div><div></div><div><div><div><div><b><br>
A Day in the Life:</b></div>
</div><div><div>
The essential functions of this role are as follows:</div><ul><li>
Prepare monthly personnel and labor reports and assist with Department of Labor submissions.</li><li>
Develop and maintain accurate financial records and reports for leadership review.</li><li>
Monitor budgets and encumbrances to ensure adequate funding for agency operations.</li><li>
Collaborate with supervisors to forecast financial needs and manage procurement activities.</li><li>
Track inventory and oversee procurement card and travel card programs.</li><li>
Ensure payroll accuracy by resolving discrepancies and processing corrections.</li><li>
Process invoices promptly and manage vendor relationships to resolve disputes.</li><li>
Maintain accurate supplier records and assist with onboarding new vendors.</li><li>
Support contract creation and compliance using the State&rsquo;s Supplier Contract Management System (SCM).</li><li>
Track contract remuneration, renewals, and amendments, ensuring timely updates.</li></ul><div>
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time.</div></div></div><div><div><div><b>
What You'll Need for Success:</b></div>
</div><div><div>
You must meet the following requirements to be considered for employment:</div><ul><li>
Through knowledge of the theories, principles, and practices of public finance.</li><li>
Through knowledge of federal and state laws, policies, and procedures as they pertain to public finance programs.</li><li>
Through knowledge of agency organization, function, and purpose.</li><li>
Specialized knowledge of automated fiscal systems.</li><li>
Advanced knowledge of computer and software programs and the ability to utilize these skills in assigned job functions.</li><li>
Excellent organizational and interpersonal skills.</li><li>
Dependability, attention to detail, good time management and multi-tasking skills.</li><li>
Flexibility and adaptability to respond quickly to issues and needs.</li><li>
Ability to communicate effectively with agency (non-agency) Finance staff.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to organize, prioritize and manage workflow.</li><li>
Excellent problem solving and analytical skills.</li><li>
Ability to accurately review, track and analyze financial data.</li><li>
Ability to understand and write reports, data collection and reporting procedures.</li><li>
Formulate sound recommendations and make appropriate decisions with the consideration of potential impact on agency programs.</li><li>
Ability to analyze and audit fiscal accounts, contracts, records, claims transactions and financial reports.</li><li>
Ability to coordinate workflow of subordinate employees.</li></ul><div>
The ideal candidate in this role should minimally have either</div><ul><li>
a Bachelor's Degree and 1+ year of experience, or</li><li>
an Associate's Degree and 3+ years of experience, or</li><li>
at least 5+ years of experience applying the below, outlined knowledge, skills, and abilities in a similar role.</li></ul><div>
Related certifications and coursework may be considered for education or experience.</div></div></div><div><div><div><b>
Supervisory Responsibilities/Direct Reports:</b></div>
</div><div><div>This role may serve as a team lead for an assigned work group.</div></div></div></div><div></div><div><b><br>
Benefits of Employment with the State of Indiana:</b></div><div>
The State of Indiana offers a comprehensive benefit package for full-time employees which includes:</div><ul><li>
Three (3) medical plan options (including RX coverage) as well as vision and dental plans</li><li>
Wellness Rewards Program: Complete wellness activities to earn gift card rewards</li><li>
Health savings account, which includes bi-weekly state contribution</li><li>
Deferred compensation 457(b) account (similar to 401(k) plan) with employer match</li><li>
Two (2) fully-funded pension plan options</li><li>
A robust, comprehensive program of leave policies covering a variety of employee needs, including but not limited to:<ul><li>
150 hours of paid New Parent Leave and up to eight weeks of paid Childbirth Recovery Leave for eligible mothers</li><li>
Up to 15 hours of paid community service leave</li></ul></li><li>
Combined 180 hours of paid vacation, personal, and sick leave time off</li><li>
12 paid holidays, 14 on election years</li><li>
Education Reimbursement Program</li><li>
Group life insurance</li><li>
Referral Bonus program</li><li>
Employee assistance program that allows for covered behavioral health visits</li><li>
Qualified employer for the Public Service Loan Forgiveness Program</li><li>
Free Parking for most positions</li><li>
Free LinkedIn Learning access</li></ul><div></div><div><b><br>
Equal Employment Opportunity:</b></div><div>
The State of Indiana is an Equal Opportunity Employer and is committed to recruiting, selecting, developing, and promoting employees based on individual ability and job performance. Reasonable accommodations may be available to enable individuals with disabilities to complete the application and interview process as well as perform the essential functions of a role. If you require reasonable accommodations to complete this application, you can request assistance by contacting the Indiana State Personnel Department at jobs@spd.IN.gov.</div></div></div></div></div></div><p></p>

Sanctuary Wealth

<p></p><div><p><b>JOB TITLE:</b> Operations Analyst</p><p><b>
REPORTS TO: </b>Director of Operations</p><p><b>
LOCATION</b>: Portland, OR or Indianapolis, IN</p><p><b>
SUMMARY</b></p><p>
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.</p><p><b>
ESSENTIAL DUTIES AND RESPONSIBILITIES</b></p><ul><li>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.</li><li>Provide training and ongoing support to RIAs on portfolio accounting systems and related tools</li><li>Perform daily, weekly, monthly and quarterly audits to ensure data integrity for billing and reporting</li><li>Develop and maintain procedures related to portfolio accounting system and CRM maintenance</li><li>Set up and maintain integrations with AI tools, financial planning software, investment research programs, and other third-party applications</li><li>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</li><li>Partner with portfolio accounting system vendors to troubleshoot issues, identify bugs, test enhancements, and advocate for product improvements</li><li>Collaborate with other internal teams, like Billing, Compliance, Technology and Relationship Management to deliver a seamless client experience</li><li>Identify and drive initiatives geared toward improving operational efficiency, data quality, and the client experience</li><li>Continuously expand skills and expertise within Advyzon, Black Diamond, and related applications</li></ul><p><b>
KNOWLEDGE SKILLS AND ABILITIES</b></p><ul><li>Experience with portfolio accounting systems such as Advyzon or Black Diamond</li><li>Intermediate to advanced Excel spreadsheet proficiency</li><li>Positive attitude, strong work ethic, and ability to thrive in a fast-paced environment</li><li>Excellent written and verbal communication skills; ability to explain technical concepts clearly.</li><li>Experience with rebalancing and trading applications a plus</li><li>Experience with Investment industry CRM applications preferred</li><li>Strong analytical and problem-solving skills with a high attention to detail.</li><li>Ability to manage multiple priorities and take ownership of deliverables</li><li>Custodian experience a plus (Schwab, Fidelity, Pershing)</li></ul><p><b>
EDUCATION</b></p><ul><li>Bachelor&rsquo;s Degree or combination of industry experience and education required</li><li>1+ years&rsquo; experience working in the independent financial services space</li></ul></div>

Operations Analyst

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