Senior Financial Operations Analyst

The Senior Financial Operations Analyst plays a key role in portfolio operations, advisor services, and investment data management. This position ensures accurate, timely, and compliant handling of investment data while supporting a high‑quality, advisor‑focused service experience.ResponsibilitiesProvide operational leadership for portfolio operations and advisor servicesServe as an escalation point for operational and data‑related issuesOversee onboarding and ongoing operations of alternative investmentsEnsure accuracy and integrity of portfolio and investment dataCollaborate with advisors, custodians, investment managers, and internal teamsQualificationsStrong financial, analytical, and operational skillsExperience with portfolio operations, investment data, or advisor supportAbility to exercise independent judgment and manage complex workflowsExcellent communication and stakeholder relationship skillsWork DetailsBased in downtown Kansas City, MOHybrid schedule available after trainingFull availability required during Q4 (peak year‑end period)