Clearstead
The Sr. Operations Analyst supports the Private Market Operations team by managing complex alternative investment reporting, account onboarding, and portfolio accounting maintenance. This role ensures data integrity and accurate reporting for private and institutional clients through daily, monthly, and quarterly workflows. The position involves leading operational processes, resolving complex discrepancies, and mentoring junior analysts while utilizing systems like Arch and Microsoft 365 Copilot.
Headquarters
Cleveland, Ohio, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Clearstead.
Clearstead didn’t post a salary, so this is our estimate from similar listings.
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