advisorgroupFalls Church, VA
Hybrid Senior Investment Operations & Automation Specialist
Hybrid Senior Investment Operations & Automation Specialist
Hybrid Senior Investment Operations & Automation Specialist
advisorgroupFalls Church, VA
today
Business Operations Specialists, All OtherFinancial and Investment AnalystsBusiness Intelligence Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Osaic seeks a Senior Investment Operations Analyst to build, automate, and scale the firm's investment infrastructure. You will lead complex operational analysis, support portfolio management, reporting, data integrity, and systems integration across advisory platforms. You'll partner with Advisory, Investment, Service, Technology, and Compliance teams to optimize workflows and drive automation. You will design and implement process improvements, develop Power BI dashboards, and contribute to
Also on the board Same function, level within a rung
Level
Senior
Location
Falls Church, VA
Occupation
Business Operations Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
today