MCF · 16 hours ago
Investment Operations Analyst
Cincinnati, OH
Full-time
Onsite
New Grad, Entry LevelMCF is a growing firm seeking an Investment Operations Analyst to support their investment operations and client service infrastructure. The role involves managing the Tamarac Reporting application, ensuring data integrity, and assisting with M&A integrations and operational processes.
ConsultingFinancial ServicesInsuranceWealth Management
Responsibilities
Serve as the primary point of contact and subject matter expert for Tamarac Reporting, including:
Data validation, reconciliation, and issue resolution
Account setups and maintenance
Support ongoing improvements to reporting processes, controls, and documentation to enhance accuracy and consistency
Assist in monitoring data feeds and integrations between Tamarac, custodians, and other systems
Generate, validate, and distribute recurring client and management reports, including monthly flow reports, quarterly KPIs, run-rate revenue summaries, and AUM tracking
Support the operational execution of M&A integrations, specifically:
Tamarac reporting migrations
Data validation and reconciliation for acquired firms
Assisting with onboarding and training related to reporting and investment operations
Partner with the Operations Manager and Director of Integration to ensure timely and accurate delivery of assigned integration tasks
Client billing and reconciliation processes tied to Tamarac data
Support documentation updates and training materials
Qualification
Required
Bachelor's degree in finance, business, or a related field
Familiarity with portfolio management systems (Tamarac, Orion, Addepar, Black Diamond, or similar)
Works well with repetition, with a passion for accuracy
Advanced Microsoft Excel skills—you're comfortable working with data, formulas, and reporting
Strong problem-solving and analytical mindset—you love finding solutions to complex challenges
Comfortable with deadlines and executing
Company
MCF
MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2025-03-18Private Equity
Leadership Team
David Harris
CEO
Shawn Clark
Sr. Financial Advisor
Recent News
Lane Report | Kentucky Business & Economic News
2025-12-17
2025-12-15
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