Investment Platform Analyst

Essential Duties and Responsibilities

• Serve as the primary project manager for investment platform integrations associated with acquired wealth management firms
• Partner with client portfolio managers to translate investment recommendations into executable implementation plans
• Migrate client assets from legacy investment programs into approved platform strategies, models, and solutions
• Develop firm-level and client-level transition plans, including account mapping, strategy assignments, trading workflows, and implementation timelines
• Facilitate communication between advisors, investment personnel, trading teams, custodians, and operational stakeholders throughout the conversion process
• Maintain documentation, reporting, and status updates for conversion initiatives and leadership review
• Support advisor training and adoption efforts during platform migrations

Qualifications, Skills and Requirements

• Strong project management and organizational skills with the ability to manage multiple complex initiatives simultaneously
• Ability to coordinate across investment, operations, technology, and advisor-facing teams
• Strong attention to detail and commitment to data accuracy
• Exceptional communication skills (written and verbal)
• Strong attention to detail and project management abilities
• Prioritized ability to work independently and manage complex assignments

Education, Training and Experience

• The candidate must have a minimum of 2 years of experience in wealth management, investment operations, portfolio administration, implementation consulting, or related financial services roles
• Experience with Orion and Eclipse is essential
• Familiarity with eMoney, MoneyGuidePro, Fidelity, Schwab, Raymond James, or similar advisor technology platforms preferred
• Experience managing cross-functional projects and operational initiatives preferred
• Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)