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

· Bachelor’s Degree or combination of industry experience and education required

· 1+ years’ experience working in the independent financial services space