Clearstead
The Sr. Operations Analyst supports the Operations team by managing complex functions such as account onboarding, portfolio accounting system maintenance, and standardized reporting. This role involves resolving exceptions, maintaining accurate client data, and performing manual reconciliations across daily, monthly, and quarterly workflows. The position requires partnering with internal teams and custodians to ensure operational efficiency and data integrity.
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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