About this opportunity
Beacon Pointe lists this Practice Management Analyst opportunity in newport beach, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe Advisors is seeking a detail-oriented and analytical Practice Management Analyst to support operational excellence across our local offices. This role will focus on data analysis, process improvement, performance monitoring, resource planning, and strategic support to enhance service delivery and operational scalability.
Responsibilities, Including But Not Limited To
Data AnalysisCollect and analyze operational data from local offices to identify trends, inefficiencies, and improvement opportunities.
Develop and maintain dashboards and reports to support leadership decision-making and advisory needs.
Perform data audits and reconciliations across key systems, ensuring accuracy and consistency.
Process ImprovementReview current operational processes and recommend enhancements based on data insights.
Document and communicate process changes to relevant teams.
Collaborate with centralized services and local offices to implement improvements and monitor adoption.
Performance MonitoringTrack key performance indicators (KPIs) for office operations.
Prepare monthly performance summaries and trend analyses for leadership review.
Resource PlanningSupport forecasting efforts for staffing and resource allocation based on operational data and business needs.
Assist in migration projects as systems, vendors, and processes evolve.
Strategic SupportContribute to the design and implementation of scalable segmentation and service models.
Translate strategic concepts into tactical results using advanced mental models.
Other duties as assigned
Qualifications
Bachelor’s degree in Finance, Business, Economics, or a related field.
Minimum of 2 years of professional experience in operations, data analysis, or a related role.
Strong analytical, investigative, and critical thinking skills.
Advanced proficiency in Microsoft Excel; experience with relational databases preferred.
Excellent written and verbal communication skills, especially in technical writing.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .
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Worksite address
newport beach, CA, 92659, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.