Asset Management Operations Associate
Location: Salt l, Utah
Country: United States
Category: Accounting & Finance
Workplace Location: Onsite
Employment Type: Contract
Posted Date: September 22, 2026
Job ID: 652244
Job Description
Title Asset Management Operations Associate
Location Salt Lake City UT 84101
6 month contract
We are seeking an Associate-level professional with 2-5 years of experience to support ongoing strategic initiatives, automation efforts, operational improvements, and day-to-day change management activities during a temporary leave coverage period.
The ideal candidate will have experience within financial services operations and be comfortable working across business and technical teams to support process improvement, reporting, automation, testing, and implementation activities.
Core Functional Skills- Experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services operations
- Strong understanding of operational processes, controls, workflows, and data flows
- Ability to document business requirements, processes, and workflows
- Experience supporting process improvement and operational efficiency initiatives
- Strong analytical and problem-solving skills
- Intermediate to advanced Excel skills, including PivotTables, Power Query, formulas, and data analysis
- Experience with reporting and automation tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX, or similar platforms
- Ability to analyze data sources, identify manual processes, and support automation opportunities
- Basic understanding of data governance, data quality, and reconciliation processes
- Familiarity with SQL or data querying tools preferred
- Experience coordinating change initiatives across multiple stakeholders
- Ability to manage project plans, action items, testing activities, and implementation tracking
- Support UAT, process documentation, and rollout communications
- Comfortable working across Operations, Technology, Product, and Business teams
- Strong organizational skills and ability to consistently follow up on open items
- Ability to manage multiple priorities in a fast-paced environment
- Strong communication skills with both business and technical stakeholders
- Experience facilitating meetings and gathering business requirements
- Ability to track action items and drive follow-up through completion
- Strong written and verbal communication skills
- Ability to work independently with limited supervision
- 2-5 years of experience in Asset Management Operations, Client Reporting, Fund Operations, or related financial services functions
- Experience supporting reporting transformation, process automation, or operational excellence initiatives
- Familiarity with alternative investments, fund reporting, or investor reporting processes is a plus
- Support automation initiatives and reporting transformation efforts
- Assist with project coordination and change management activities
- Document business processes, controls, requirements, and workflows
- Coordinate testing, implementation activities, and stakeholder communications
- Provide operational support and help execute strategic priorities
- Track issues, risks, dependencies, and action items
- Identify opportunities to improve processes and reduce manual work
- Support data analysis, reporting, reconciliation, and operational controls
- Partner with business and technical teams to ensure initiatives move forward on schedule
EEO Statement
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org, or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
