The Operations Analyst supports financial reporting and data management for complex client portfolios. In this role, you prepare reports, maintain and input investment data into portfolio accounting systems, and collaborate closely with internal teams to ensure accurate and timely reporting. This position offers a fast-paced, team-oriented environment and is an excellent opportunity for someone looking to build hands-on experience working with financial data.

• Support monthly, quarterly, and ad hoc client reporting by preparing accurate and timely financial reports.
• Input, review, and validate investment data within portfolio accounting and reporting systems to ensure data integrity.
• Assist with onboarding new client portfolios and maintaining existing client portfolio data in relevant systems.
• Identify, investigate, and help resolve data or reporting discrepancies in collaboration with internal stakeholders.
• Partner with internal teams to ensure that portfolio information and reports meet quality standards and deadlines.
• Maintain organized documentation of data changes, reconciliations, and reporting activities to support audit and review processes.

• Strong Microsoft Excel skills, including use of formulas and functions such as VLOOKUP and XLOOKUP.
• Demonstrated ability to analyze and work with large sets of financial or numerical data.
• High attention to detail and accuracy when entering, reviewing, and validating data.
• Proactive problem-solving mindset with the ability to investigate and resolve data or reporting issues.
• Genuine interest in understanding and working with financial data.
• Ability to work effectively in a fast-paced, team-oriented environment.

• Exposure to financial reporting and/or investment operations.
• Experience using portfolio accounting or investment reporting tools and similar financial systems.
• Comfort working with technology and learning new reporting platforms and tools.

This role is 100% onsite in a Fells Point office location, working closely with a collaborative, team-focused group in a fast-paced environment. You will use Excel extensively along with portfolio accounting and reporting systems to manage and analyze investment data. The position is structured as a contract role through February, with the possibility of extension or conversion to a permanent position based on business needs and performance. While on contract, an additional hourly amount is provided to help cover parking expenses. The workplace is professional and business-focused, with regular in-person interaction and a strong emphasis on accuracy, communication, and teamwork.

This is a Contract position based out of Baltimore, MD.

The pay range for this position is $25.00 - $30.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Baltimore,MD.

This position is anticipated to close on Oct 16, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.