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Financial Analyst

Private Equity Operations Specialist: Trade & Reporting

Job in Independence, Cuyahoga County, Ohio, 44131, USA
Listing for: MAI Capital Management
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company in Ohio seeks a Senior Operations Specialist to handle operational requests including account onboarding and reporting. The ideal candidate should have a degree in Finance or Accounting, a minimum of 3 years in securities operations, and excellent organizational and communication skills. Responsibilities include managing trade settlements and preparing monthly reports. Proficiency in Microsoft Office and knowledge of securities is essential to thrive in this dynamic team environment.
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