Careers

Join our amazing team

You'll join an innovative, dynamic team with unparalleled technology expertise. Explore roles that connect you with exceptional teammates, inspiring leaders, and challenging work that motivates you to exceed expectations.

Open roles

Where you'll make an impact

Platform Consultant

A dedicated, motivated Platform Consultant focused on the implementation, daily operation, and optimization of portfolio management platforms for wealth management firms and RIAs. The ideal candidate has a strong background in wealth management technology and the financial services industry.

Key responsibilities

  • Implementation support: assist in setup and configuration to ensure seamless integration with existing systems.
  • Operational assistance: provide ongoing support, troubleshooting, and resolution of platform issues.
  • Optimization: analyze platform usage and identify opportunities to improve efficiency.
  • Documentation: create and maintain user guides and standard operating procedures.
  • Collaboration: work with client-facing teammates to gather feedback and implement improvements.
  • Platform updates: stay informed on new features and industry trends.

Required qualifications

  • Bachelor's degree in Finance, Business, or a related field
  • 3+ years in operations or financial analysis, preferably in fintech
  • Advanced proficiency in Microsoft Excel and other analytical tools
  • Excellent analytical, problem-solving, and communication skills

Preferred

  • Familiarity with Black Diamond, Orion, Addepar, and Tamarac
  • Direct experience with RIAs or in financial services
Apply now

Operations Analyst

A dedicated, motivated Operations Analyst focused on the analysis and reconciliation of financial data. The ideal candidate is detail-oriented with knowledge of financial data, RIAs, custodians, and performance reporting platforms.

Key responsibilities

  • Analysis: analyze and reconcile operational data, noting anomalies and possible solutions.
  • Documentation: document ongoing updates to processes as needed.
  • Collaboration: work with cross-functional teams to remediate reconciliation anomalies.
  • Support: support project management for operational improvements and technology deployments.

Required qualifications

  • Bachelor's degree in Finance, Business, or a related field
  • 0–3 years in operations or financial analysis, preferably in fintech
  • Proficiency in data analysis tools such as Excel
  • Strong analytical, communication, and multi-tasking skills

Benefits

  • Competitive salary based on experience
  • Available insurance and 401k
  • Paid time off and holidays
  • Opportunities for professional growth and development
Apply now

Operations Analyst — Alternative Investments

A dedicated, motivated analyst focused on the analysis and reconciliation of financial data for alternative investments. The ideal candidate has a strong background in alternatives, is detail-oriented, and understands how RIAs work with custodians and performance reporting platforms.

Key responsibilities

  • Analysis: reconcile data for alternative assets, comparing third-party systems to performance reporting platforms, setting up new alternatives, and navigating fund portals for documents.
  • Documentation: document ongoing process updates as needed.
  • Collaboration: work with cross-functional teams to remediate anomalies.
  • Support: support project management for operational improvements and technology deployments.

Required qualifications

  • Bachelor's degree in Finance, Business, or a related field
  • 1–3 years with alternative investments, reconciliation, and financial data
  • Proficiency in data analysis tools such as Excel
  • Strong analytical, communication, and multi-tasking skills

Preferred

  • Knowledge of private equity, hedge funds, private real estate, and commodities
  • Prior experience reconciling financial data
Apply now

Don't see your role?

We're always glad to meet sharp operators. Reach out and tell us where you'd fit.

Email hello@ellevateft.com