About this role
Operations Analyst at Ceritypartners. Location: New York City or United States. Role: supporting systems, reconciling data, monitoring dashboards Requirements: Bachelor's degree required; 1–5 years investment services experience preferred. Proficiency with Microsoft Excel and Salesforce; experience with Addepar/Orion a plus. Strong analytical, communication, and remote-work skills. Category: Business Operations Seniority: Entry Level Tools: Microsoft Excel, Salesforce, Addepar, Orion Commitment: Full Time Workplace: Remote Languages: English