Wealth Investment Operations Analyst (Raleigh, NC)

Lewis James Professional

Wealth Investment Operations Analyst

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Wealth Investment Operations Analyst for a contract opportunity with a financial services client.


  • Responsible for reconciliation duties within Overlay Trading platform and pre-trade system review preparing the platform for the day. 
  • Plan, manage, and execute projects ensuring accurate and timely delivery of project milestones.
  • Validate and process branch inquires via Service Portal, email, fax, and telephone
  • Interact and consult with Marketing, IT, and other internal and external sources in regards to changes that result in process improvement
  • Keep updated/detailed records of daily stats for analysis
  • Research, reconcile and update monthly activity by using monthly custodian statements in-house custody data


  • High School or Equivalent.
  • Previous experience in reconciliation – portfolio positions, cash, transactions.
  • Knowledge of the securities industry.
  • Strong proficient skills in Microsoft Office products.
  • Great communication skills both written and verbal for questions, follow up, documenting results, and obtaining information across all levels in the organization.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3571. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3571. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V