Who we are:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning.
About the Role:
We are seeking an organized, proactive, detail-oriented, and highly professional Investment Operations Analyst to support the Investment Operations department in our Salt Lake City office. Candidates should be motivated to support the best client-facing experience in our industry. This role will report to the Investment Operations Manager.
Hours:
This role is full-time & onsite in our Salt Lake City office.
Monday - Thursday 8am-5pm
Friday 8am - 2pm
Responsibilities:
- Performance Reporting Software Management
- Data Aggregation & Reconciliation - ensuring accuracy and quality
- Set up Client accounts, reporting groups, and households
- Regularly audit client data across systems for accuracy and consistency
- Manual security data management
- Create and manage custom reports for clients and advisors
- Troubleshoot reporting issues
- Daily account reconciliations
- Clean and prepare data for compliance filing
- Identify and recommend workflow and automation improvements
- Ensure investment data (e.g., cost basis, transactions) is complete and clean
- Trade Support & Processing
- Private Investment Process Management
- Develop and implement data architecture policies to ensure data accuracy, completeness, and consistency across all financial platforms
- Billing & Fee Processing Support
- Review and audit fee billing for accuracy across accounts and households
- Audit & Compliance Support
- Assist with internal audits and regulatory reviews (e.g., SEC exams)
- Maintain documentation to support compliance and operational integrity
- Help prepare records for external reporting (Form ADV, regulatory filings)
- Provide white-glove customer service to clients on accounts and other various needs
- Complete tasks & paperwork for several processes including client onboarding, private fund entry, and account management
- Drive our system support strategy: analyze ticket trends and metrics to recommend improvements to drive automation and increase stakeholder enablement
- Any additional tasks as they come up or as the business evolves to support the team
Required Qualifications:
- Bachelor's degree with concentration in Finance, Business, Mathematics or related field
- Strong understanding of data analytics, data modeling and data visualization
- Exceptional attention to detail
- Strong process management orientation and skills - ensuring completion including scope, timeline, and resource management
- Impeccable time management skills
- Excellent written and verbal communication skills with the ability to translate complex technical concepts for non-technical individuals
- Adhere to all compliance/risk procedures and follow corporate and industry protocols
- Advanced Proficiency in Excel
- Ability to thrive in a collaborative team environment
Preferred Qualifications:
- Experience with Python, SQL, R and/or VBA
- Design, creativity, and problem-solving skills
- Series 65 License (or equivalent / willingness to obtain within 45 days of employment)
- Experience with CRM software
- Experience with a performance reporting software (such as Tamarac, Orion Black Diamond, etc.)
- Experience with processes and procedures at Charles Schwab and/or Fidelity (Wealthscape) advisor portals
We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical, dental, and vision coverage, with a generous contribution towards medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!
The safety and security of our employees and clients is our top priority. All offers of employment at Crewe Advisors are contingent upon a clear background check.
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What We Do
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.
