Careers
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What to do if you suspect fraud:
If you receive a suspicious offer or communication claiming to be from us, do not share any personal or financial information. You can notify us using our contact page at Contact Levi, Ray & Shoup, Inc.
IMPORTANT NOTES:
- All legitimate correspondence from our recruiting team will only come from an email address ending in @lrs.com. We do not use generic domains like @gmail.com, @yahoo.com, or @outlook.com.
- We never conduct interviews solely via text-based chat on Microsoft Teams, Telegram, or WhatsApp. All virtual interviews involve a scheduled video or phone call with a member of our team.
- LRS will never ask a candidate for payment, fees, or to purchase equipment (e.g., laptops, software) as a condition of employment.
- All genuine job opportunities are listed directly on our official careers portal at Careers.
Job Description
Fulcrum Consulting, an LRS company, is seeking a Quality Assurance Analyst . This contract opportunity is ideal for someone with strong analytical skills, investment operations knowledge, and exceptional attention to detail. In this role, you will support a growing Direct Indexing platform by conducting independent reviews of portfolio analyses and validating critical data before client accounts advance through onboarding, transition, and trading activities.
Responsibilities
- Perform detailed quality control reviews of high-value and complex Direct Indexing transition analyses.
- Validate portfolio holdings, market values, portfolio weights, cash positions, restrictions, and gain/loss calculations.
- Review analysis outputs for accuracy, completeness, and reasonableness.
- Identify discrepancies, calculation errors, missing information, and unusual results prior to delivery.
- Escalate material issues and exceptions to appropriate stakeholders.
- Reconcile portfolio data across multiple sources to ensure consistency and accuracy.
- Analyze portfolio characteristics and underlying assumptions to validate results.
- Apply established quality control procedures and maintain a strong risk management mindset.
- Document findings, exceptions, and corrective actions.
- Assist in developing and enhancing quality control procedures, standards, and review checklists.
- Contribute to initiatives that improve scalability, consistency, and operational efficiency.
Qualifications
- Exceptional attention to detail with the ability to identify subtle discrepancies across large and complex datasets.
- Strong mathematical and quantitative skills, including portfolio weights, market value calculations, gain/loss analysis, reconciliations, and reasonableness testing.
- Advanced Microsoft Excel skills, including the ability to work efficiently with large datasets and portfolio information.
- Strong analytical, problem-solving, and troubleshooting abilities.
- Strong understanding of investment portfolios, securities, trading, portfolio rebalancing, and investment operations.
- Ability to independently investigate issues, analyze results, and escalate concerns appropriately.
- Strong organizational skills with the ability to manage multiple time-sensitive priorities while maintaining a high degree of accuracy.
- Experience supporting Direct Indexing, separately managed accounts (SMAs), portfolio management, investment operations, or trading environments is strongly preferred.
- Experience performing portfolio analysis, quality control reviews, or investment operations oversight.
- Experience reviewing account onboarding, portfolio transitions, or trading-related workflows.
- Familiarity with wealth management, asset management, or institutional investment environments.
- Experience working with large datasets, reconciliations, and investment reporting tools.
The base range for this contract position is $20.00 - $50.00 per hour, depending on experience. The range displayed reflects the minimum and maximum target for new hires across all U.S. locations. Individual compensation is determined by work location and additional factors including job-related skills, experience, and relevant education or training.
Fulcrum, an LRS company, is an equal opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race, color, religion, creed, national origin, sex, age, disability, marital status, gender identity, domestic partner status, sexual orientation, genetic information, citizenship status, or protected veteran status.
In some cases, Fulcrum, an LRS company, uses generative artificial intelligence ("AI") in support of our hiring processes. Fulcrum, takes steps to ensure the use of AI does not result in discrimination based on protected class(es). AI may be used solely in support of the assessment of candidate qualifications. All hiring decisions are made by LRS employees. If AI will be used in the hiring process for the position for which you are applying, you will be notified and will have the opportunity to opt out. Please contact AI.Questions@lrs.com with any questions.
What to do if you suspect fraud:
If you receive a suspicious offer or communication claiming to be from us, do not share any personal or financial information. You can notify us using our contact page at Contact Levi, Ray & Shoup, Inc.
IMPORTANT NOTES:
- All legitimate correspondence from our recruiting team will only come from an email address ending in @lrs.com. We do not use generic domains like @gmail.com, @yahoo.com, or @outlook.com.
- We never conduct interviews solely via text-based chat on Microsoft Teams, Telegram, or WhatsApp. All virtual interviews involve a scheduled video or phone call with a member of our team.
- LRS will never ask a candidate for payment, fees, or to purchase equipment (e.g., laptops, software) as a condition of employment.
- All genuine job opportunities are listed directly on our official careers portal at Careers.