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Operations Business Analyst at Focus Partners Wealth - ApplyBlast

Operations Business Analyst

Focus Partners Wealth

10 hours ago

4.0 on Glassdoor

Stamford, Connecticut, United States

Onsite

Full Time

Medior

0 applicants

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About this role

NorthCoast Asset Management is seeking an Operations Business Analyst to compile, analyze, and deliver data and reporting packages for the firm's parent company, third-party partners, auditors, and senior management. The role supports billing and revenue reporting processes, provides backup coverage for investment performance reporting, and assists with various operational initiatives. This is a fully in-office position based in Stamford, Connecticut.

Responsibilities

Compile and analyze data for reporting packages for parent company and stakeholders
Support compliance initiatives through data collection, reconciliation, and documentation
Assist with client billing processes, fee calculations, and revenue reporting

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.