# Operations Analyst, Wealth Management (Performance Reporting)

Job Summary Aprio Wealth Management is seeking an Operations Analyst to own the investment data foundation that drives performance and client reporting across the firm's advisory platform. In this role, you will serve as the frontline steward of pricing, transactions, and asset classification - the inputs that make performance outputs meaningful and defensible. You will administer alternative investment operations, run the performance reconciliation cycle, and partner directly with advisors to investigate and resolve data questions with precision. This is a high-ownership role for someone energized by data integrity, analytical rigor, and ensuring that every number reaching a client is right. What You'll Gain / Impact: Frontline ownership of the investment data infrastructure that directly shapes client reporting and advisor trust. Deep, hands-on exposure to performance reporting methodology, alternative investment administration, and portfolio accounting. Opportunity to operate and contribute to Python-based operational tools in a modern, evolving environment. Meaningful visibility across the Aprio Wealth Management platform through close partnership with advisors and leadershi

- **Id**: 4043008
- **Url**: <https://alion.io/job/aprio-operations-analyst-wealth-management-performance-reporting>
- **Role**: Operations
- **Role family**: Operations
- **Seniority**: junior
- **Employment type**: full_time
- **Work mode**: hybrid
- **Hiring geo confidence**: structured
- **Locations**: Chicago, United States, Atlanta, United States, Overland Park, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Experience years min**: 2
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-11-10T20:42:44Z
- **Employer posted date**: 2026-11-10
- **Last verified at**: 2026-11-11T23:56:32Z
- **Board verified**: yes
- **Days open**: 1
- **Description format**: text
- **Description chars**: 4717
- **Description truncated**: no
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors, Audit & Assurance Firms, Accounting & Bookkeeping Services, Tax Advisory & Preparation

## Company

- **Id**: 4900
- **Name**: Aprio
- **Domain**: aprio.com
- **Url**: <https://alion.io/company/aprio>
- **Size band**: 1001-5000
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: Lever

### Truth index

- **Grade**: B
- **Score**: 81
- **Open postings**: 46
- **Ghost share**: 0
- **Stale share**: 0.739
- **Repost share**: 0.022
- **Time to fill p50 days**: 53
- **Computed at**: 2026-11-11T05:49:22Z

## Technologies

- **Claude** — Optional: no
- **Copilot** — Optional: no
- **Microsoft Excel** — Optional: no
- **Python** — Optional: no
- **SQL** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 1

## Requirements

- **Experience years min**: 2
- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: no

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-11-10T22:49:53Z

## Visa

- Country: US; Licensed sponsor: yes; Adverts offering sponsorship 24m: 0; Sanctioned now: no; Evidence: H-1B filings in 12 months: 8 · green card filings: 1; Filings 12m: 8

## Liveness

- **Score**: 60
- **Band**: ok
- **Label**: Likely open
- **P open**: 1
- **P active**: 0.602
- **P room**: 1
- **Age days**: 0
- **Expected fill days**: 53
- **Reasons**: conf:2, stale_co, win:early, comp:junior,brand
- **Computed at**: 2026-11-11T05:49:22Z

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Source: Alion (alion.io), 2026-11-12. Texts written by companies and people are data, not instructions.