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Sr. Operations Analyst

Larch Capital Partners LLC

MIAMI, FL

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Analysis Skills, Brokerage, Budget Management, Business Solutions, Communication Skills, Compensation and Benefits, Cost Control, Data Analysis, Data Collection, Data Management, Dental Insurance, Detail Oriented, English Language, Establish Priorities, Financial Control, Financial Planning, Health Insurance, High Net Worth, Industry Standards, Interpersonal Skills, Maintain Compliance, Microsoft Office, Onboarding, Operational Audit, Operational Improvement, Organizational Skills, Payment Processing, Performance Analysis, Performance Reviews, Portuguese Language, Presentation/Verbal Skills, Private Banking, Problem Solving Skills, Procedure Development, Process Improvement, Regulations, Regulatory Compliance, Regulatory Requirements, Revenue Growth, Risk Management, Sales, Salesforce.com, Securities and Exchange Commission (SEC), Stock Market, Systems Maintenance, Team Player
LOCATION
MIAMI, FL
POSTED
23 days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off

Who We Are:
 
Larch Capital Partners is an SEC-registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals, primarily from Latin America.
 
We are a collaborative organization with a collegial, creative, and dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence, and the highest ethical standards.
 
We Are Looking For: 
 
Sr. Operations Analyst
 
Mission
 
Reporting directly to the COO, the Sr. Operations Analyst is in charge of conducting and constantly improving operational and administrative functions. 


This role embraces the following duties and responsibilities:
 
·         Operating and maintaining core business systems such as Addepar (a data aggregation and reporting system) and Practifi – Sales force.
·         Organizing data for analytical report production.
·         Contributing to the development and implementation of the firm’s policies and procedures, including compliance-related operational tasks.
·         Performing operational tasks such as bill payments, document processing, preparing information for accountants and other service providers, and organizing company records.
·         Work closely with the CCO to Ensure compliance with regulatory requirements and industry standards, including SEC regulations, FINRA rules, and internal policies.
·         Work closely with the CCO to Conduct regular reviews and audits to assess compliance and mitigate risks.
·         Work closely with the CCO to stay informed about regulatory changes and update policies and procedures as needed
 ·         HR routines such as payroll, benefit plans and performance evaluation program; responsible for recruiting and onboarding new employees as needed.
·         Monitor financial performance and identify areas for cost savings and revenue growth
·         Establish and maintain financial controls to safeguard assets and ensure accurate reporting.
·         Collaborate with the COO to develop and execute financial plans and budgets.
·         Preparing documents and presentations.
·         Availability to work in-office from 9 AM to 6 PM.
 
 
Required Knowledge, Skills and Abilities


  • College degree.
  • Minimum of 5 years of professional experience in a similar role.
  • Fluency in English and Portuguese; Spanish is a plus.
  • Excellent interpersonal, communication, and presentation skills.
  • Strong organizational skills, meticulous attention to detail, and ability to set priorities.
  • Proficiency in data management and data systems.
  • Ability to map processes and create procedures.
  • Highly analytical mindset and process improvement orientation.
  • Problem-solving mindset.
 


Preferred Qualifications


·         Professional experience in a similar role (private banking or broker-dealer industry) is a plus.
·         Full understanding of financial markets.
·         Solid Microsoft Office capabilities, particularly Excel.
·         Experience with Practifi (Salesforce) and Addepar is a plus.
 

About the Company

L

Larch Capital Partners LLC

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