Join to apply for the Financial Operations Systems Analyst role at Sagan Recruitment Join to apply for the Financial Operations Systems Analyst role at Sagan Recruitment Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Sagan Recruitment Job Title: Financial Operations Systems Analyst Location: Remote (MST Time Zone) Salary Range: up to 4250 USD, (flexible for exceptional candidates) Work Schedule: Monday - Friday, 9:00 AM to 6:30 PM (MST) NOTE: INDEPENDENT CONTRACTOR POSITION Company Overview: Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals. About the Company: Sagan represents a boutique multi-family office supporting ultra-high-net-worth families across the US. They offer personalized services across investments, financial planning, philanthropy, and lifestyle management. The firm operates with a lean, high-performance team and a culture of confidentiality, strategic thinking, and operational excellence. Position Overview: We're seeking a detail-oriented and adaptable Financial Operations Systems Analyst to help integrate, manage, and optimize the firms financial and investment data across multiple systems. This role will be primarily internally facing, collaborating closely with the investment, finance, and client service teams to ensure data integrity, streamline processes, and support workflow improvements. A background in wealth management or financial operations is strongly preferred. Key Responsibilities: Investment & Client Data Oversight: Manage and reconcile investment and client data across CRM, wealth systems, and reporting tools. Ensure data accuracy, timeliness, and security across all internal platforms. Maintain privacy compliance standards (e.g., GDPR, SEC). Act as a power user for platforms like Masttro, Wealthbox, Arch, Dropbox, and Monday.com (training provided if unfamiliar). Troubleshoot system issues, liaise with vendors, and recommend enhancements. Support internal teams on best practices and tool adoption. Workflow Optimization & Automation: Build and improve operational workflows, especially using Monday.com. Identify opportunities to automate routine tasks; advanced automation (e.g., AI or vendor collaboration) is a plus but not required. Reporting & Special Projects: Assist in preparing reporting packages and forecasting materials. Support ad hoc requests, including real estate tracking, capital calls, and performance analysis. Conduct operational reviews and cost analyses as needed. Qualifications: 5+ years in financial operations, investment data, or wealth management roles (3+ years may be considered for strong candidates). Experience in private markets and/or wealth management. Strong proficiency in Microsoft Excel and data reconciliation. Ability to manage sensitive client data with confidentiality. Fluency in English with clear, effective communication skills (accents welcome as long as communication is clear). Comfortable working independently in a fast-paced, high-accountability environment. Nice-to-Haves: Experience with property management software (LeadSimple, AppFolio, PropertyMeld). Experience in multi-family office or UHNW client environments. Familiarity with tools like Monday.com, Wealthbox, Masttro, or Arch. Knowledge of financial reporting processes (e.g., K1s, capital calls, distributions). Exposure to AI-based automation tools (e.g., Zapier). Background in accounting, finance, or real estate operations. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance Industries Financial Services, Investment Management, and Accounting Referrals increase your chances of interviewing at Sagan Recruitment by 2x Sign in to set job alerts for “Operations System Analyst” roles. Bogota, D.C., Capital District, Colombia 2 days ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 5 months ago Revenue Operations Analyst (LatAm, Remote) Bogota, D.C., Capital District, Colombia 8 months ago Bogota, D.C., Capital District, Colombia 3 days ago Bogota, D.C., Capital District, Colombia 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr