Lido Advisors ยท 4 days ago
Associate, Operational Analyst (Investment Management Development Operations)
Century City, CA (Hybrid)
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrLido Advisors is a firm focused on modernizing operational and data infrastructure within investment management. The Operational Analyst will support financial analysts and operational leads by assisting in investment management workflows, data validation, and process automation.
Financial Services
Responsibilities
Assist financial analysts with account reviews, trade-order workflows, and day-to-day investment operations
Prepare and validate data sets from various custodians and systems
Monitor incoming operational requests, track statuses, and ensure timely follow-up with advisors and internal stakeholders
Support documentation, accuracy checks, and exception handling
Work with senior analysts to identify process gaps, manual bottlenecks, and opportunities for automation
Assist in creating SOPs, workflow maps, and checklists that improve consistency and reduce operational risk
Write simple Python scripts for data cleaning, formatting, or validation (training provided)
Perform CSV/Excel data transformations and collaborate with Data Science/DevOps on automated processes
Assist in testing data pipelines and validating outputs from internal tools
Participate in cross-functional projects related to our data infrastructure, operational workflow automation, and AI-enabled processes
Qualification
Required
Bachelor's degree in Engineering/Mathematics, Financial Engineering, Economics, Business or a related field
Strong analytical and quantitative skills
Excellent written and verbal communication abilities
High attention to detail and task ownership
Basic familiarity with Python
Proficiency with Excel
Preferred
Coursework or internship experience in finance, accounting, data analytics, or investment operations
Exposure to SQL, Python data libraries, or any scripting environments
Interest in wealth management, financial markets, and investment analytics
Willingness to or progress towards achieving the CFA charter
Experience working with CRM systems
Company
Lido Advisors
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
Founded in 1999
201-500 employees
H1B Sponsorship
Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase