Operations Analyst, Investments
Core
Entry-level analyst supporting daily operational activities for accurate and timely processing of investment transactions across portfolios.
Role type
Entry-level investment trade operations analyst
Builds
Trade settlements, securities transfers, and operational support for AIM portfolios
Domain
Investment management / Financial services
Required skills
Trade monitoring, trade break resolution, exception handling, securities transfer processing, corporate action processing, metrics reporting
Preferred skills
Financial markets knowledge, attention to detail, organizational skills, multitasking, proactive mindset
Technologies
None explicitly stated
Responsibilities
Monitor trade dashboards and resolve trade breaks/fails, coordinate with custodians and brokers, process securities transfers, handle corporate actions, create metrics reports
Seniority
Entry-level, recent graduate