Investment Ops Analyst
Core
Perform investment administration, account reconciliation, reporting, and trade support to support proprietary and non-proprietary investments.
Role type
Investment Operations Analyst (IC)
Builds
Investment accounts, client reports, and trading processes
Domain
Financial Services / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Investment administration, account reconciliation, trade support, compliance adherence, data analysis, SQL, SAS, Power BI, problem solving, system improvements
Preferred skills
AI tool usage, mutual fund operations experience, system change documentation
Technologies
SQL, SAS, Power BI, trade platforms, pricing systems
Responsibilities
Conduct special analysis and resolve advanced problems with minimal guidance; independently complete transactions and resolve recordkeeping/accounting/trade breaks; prepare reports and retain controls; participate in projects for process evaluations and system improvements; serve as subject matter expert and first point of contact; provide training to team members.
Seniority
Mid-level, hands-on IC