GeoWealth is a leading investment advisory firm based in Chicago which provides a comprehensive and fully integrated wealth management technology platform coupled with best-in-class portfolio management solutions. Our next generation end-to-end advisor platform is modern and always evolving. Accessible through one interface, it provides a holistic solution, assisting Advisors with technology, investment, and back-office needs.

We are currently searching for an Operations Analyst to join our rapidly growing team. The Operations Analyst role is responsible for maintaining portfolio accounting systems and back-office processes for multiple financial advisory clients. To be successful on this position you should demonstrate continuous ambition, flexibility, initiative, and willingness to learn.


• Ensure that all cash and positions are reconciled accurately and in a timely manner

• Resolve cash and position outages between banks / brokers / custodians and the GeoWealth platform

• Work with internal and external parties, in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions

• Proactively work to develop processes and procedures that improve efficiency and accuracy

• Work on projects such as reporting, billing, and onboarding new advisory firms and their clients and prospects


• Bachelor’s Degree in Finance, Accounting, Business or Economics

• Experience in financial services

• Expertise working with Portfolio Accounting software would be considered as a plus

• Knowledge of Microsoft Office applications. Proficiency in Excel is strongly preferred

• Extreme attention to detail and a proven high level of data and work accuracy

• Exemplary problem-solving and organizational skills

• Strong interpersonal, verbal, and written communication skills

• Ability to work independently in an efficient and reliable manner

• Positive and hard-working attitude

• Proficiency in English language


• You will be part of our highly competent, supportive and experienced team

• Casual work environment with fun, hard-working, and open-minded colleagues

• Competitive salary and performance-based bonuses

• Comprehensive health and dental plan

• Convenient office location

• Flexible work schedule and work from home options

• 25 days paid annual leave

• Stocked kitchen and weekly lunches

• Sports card

3 дни
Кандидаствай и ще получиш обратна връзка до 3 работни дни.
Финансови технологии
Валидна до: 30 юли 2021
place София
school Intermediate