NewEdge Capital Group · 16 hours ago
Senior Operations Analyst - Managed Accounts
Pittsburgh, PA
Full-time
Hybrid
Mid, Senior Level
1+ years expNewEdge Capital Group LLC is a firm providing back-office support to ultra-high net-worth investment advisors. The Sr. Operations Analyst – Managed Accounts will focus on managing the onboarding and tracking of third-party managed accounts, ensuring effective communication and data management.
FinanceProfessional ServicesAdviceWealth Management
Responsibilities
Serve as key operations relationship ‘point-person’ between NewEdge and third-party managers
Perform back-office data management functions including coding of new accounts
Assist in establishing data feeds and online access for third-party managers
Coordinate notification of third-party managers regarding new accounts, deposits, withdrawals, terminations, etc
Provide support to advisors and other members of the back-office team related to set-up of client accounts, system access, report generation, training, and data integration with other financial software systems
Respond to manager inquiries regarding corporate actions, proxy voting and general inquiries
Assist the team in balancing time effectiveness and efficiency to ensure department meets expected service levels
Be a collaborative team member to meet the established goals and objectives
Demonstrate the ability to identify areas of improvement and recommend solutions
Qualification
Required
Bachelor's degree required – major in Accounting, Finance or Business is preferred
Basic understanding of investment securities and terminology
Excellent analytical skills with a strong attention to detail
Excellent written, verbal, active listening and interpersonal skills
Fundamental knowledge of Microsoft applications including Word, Excel and Outlook
Technology oriented with the ability to quickly learn new software systems
Preferred
One to three years of financial services experience preferred
Experience using one or more of these systems (Orion, Salesforce, Fidelity Wealthscape) is a plus
Company
NewEdge Capital Group
NewEdge Capital Group is a financial and wealth management company.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James Jesse
Chief Executive Officer
Recent News
2025-12-09
2025-08-23
2025-08-22
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