Lead Analyst, Operations Associate, Strategy & Transformation
Core
Lead investment operations analyst supporting strategic initiatives, transformation projects, and automation/AI workflow enhancements for global equities, fixed income, FX, and derivatives.
Role type
Senior IC investment operations analyst (strategy & transformation)
Builds
Scalable operational solutions, automation workflows, and testing frameworks for investment trading operations.
Domain
Asset Management / Investment Operations
Required skills
Investment/trading operations experience, FX and OTC derivatives support, project management, business analysis, testing and UAT, risk management, process mapping, data validation
Preferred skills
Global equity and fixed income trading, derivatives trade lifecycle, Investment Management products, Bloomberg AIM, Charles River Investment Management System, outsourced service provider management
Technologies
Bloomberg AIM, Charles River Investment Management System
Responsibilities
Execute business analysis, testing, and implementation for strategic initiatives; Collaborate on requirements gathering, test case development, and defect tracking; Support automation and AI deployment via data validation and process mapping; Identify operational risks and contribute to SOPs; Drive process improvement in Core Public Operations; Provide subject matter expertise on equity, fixed income, FX, and derivatives operations; Assist with operational due diligence for new markets and instruments
Seniority
Senior, hands-on IC