Institutional Client Operations Analyst
Pursuit, Portland, OR, United States
A leading global asset manager is seeking an
Institutional Client Operations Analyst
to support institutional investors across the Asia-Pacific region. This role sits within the firm’s institutional group and partners closely with client-facing relationship managers to support complex portfolios, operational workflows, and reporting for large institutional accounts.
This is a
specialized operations and analytics role
focused on institutional client support—no sales responsibilities and no expectation to manage portfolios directly. The position offers exposure to global markets and institutional investing while maintaining strong work–life balance.
What You’ll Do
Manage onboarding for new institutional accounts, including segregated mandates and fund structures
Support relationship managers with client reporting, portfolio data requests, and operational inquiries
Analyze portfolio allocations, performance metrics, and institutional account data
Coordinate with custodians and internal teams to resolve operational issues
Document workflows and identify opportunities to improve operational processes
Support institutional clients across the Asia-Pacific region including Australia, Japan, Singapore, and Korea
What We’re Looking For
Bachelor’s degree or equivalent experience
4–5+ years of experience in financial services
Familiarity with securities, financial markets, and institutional account structures
Strong communication and client service skills
Experience managing projects or operational processes
Highly detail-oriented with strong analytical skills
Compensation
First-year expected total compensation:
$80,000 – $100,000+
with a defined bonus structure
100% employer-paid medical, dental, and vision for employees and dependents
50% 401(k) match up to the IRS maximum contribution limit
Family support benefits including paid caregiver leave and fertility assistance
Work Structure
First 90 days fully in-office for training
Hybrid flexibility after onboarding with an annual work-from-home bank
Schedule aligned with Asia-Pacific clients (generally 9:00 AM – 6:00 PM)
This is an opportunity to join a highly established institutional platform supporting global investors while building deep expertise in institutional asset management operations.
If you have experience in financial services operations and want exposure to institutional markets and international clients, apply to learn more.
#J-18808-Ljbffr
Institutional Client Operations Analyst
to support institutional investors across the Asia-Pacific region. This role sits within the firm’s institutional group and partners closely with client-facing relationship managers to support complex portfolios, operational workflows, and reporting for large institutional accounts.
This is a
specialized operations and analytics role
focused on institutional client support—no sales responsibilities and no expectation to manage portfolios directly. The position offers exposure to global markets and institutional investing while maintaining strong work–life balance.
What You’ll Do
Manage onboarding for new institutional accounts, including segregated mandates and fund structures
Support relationship managers with client reporting, portfolio data requests, and operational inquiries
Analyze portfolio allocations, performance metrics, and institutional account data
Coordinate with custodians and internal teams to resolve operational issues
Document workflows and identify opportunities to improve operational processes
Support institutional clients across the Asia-Pacific region including Australia, Japan, Singapore, and Korea
What We’re Looking For
Bachelor’s degree or equivalent experience
4–5+ years of experience in financial services
Familiarity with securities, financial markets, and institutional account structures
Strong communication and client service skills
Experience managing projects or operational processes
Highly detail-oriented with strong analytical skills
Compensation
First-year expected total compensation:
$80,000 – $100,000+
with a defined bonus structure
100% employer-paid medical, dental, and vision for employees and dependents
50% 401(k) match up to the IRS maximum contribution limit
Family support benefits including paid caregiver leave and fertility assistance
Work Structure
First 90 days fully in-office for training
Hybrid flexibility after onboarding with an annual work-from-home bank
Schedule aligned with Asia-Pacific clients (generally 9:00 AM – 6:00 PM)
This is an opportunity to join a highly established institutional platform supporting global investors while building deep expertise in institutional asset management operations.
If you have experience in financial services operations and want exposure to institutional markets and international clients, apply to learn more.
#J-18808-Ljbffr