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
Operational support for investment portfolios
Domain
Investment Management / Financial Markets
Deliverable
Dashboards & analysis
Required skills
Trade monitoring, trade break resolution, exception handling, securities transfer processing, corporate action processing, metrics reporting
Preferred skills
Financial markets knowledge, process improvement, risk mitigation
Technologies
None stated
Responsibilities
Monitor trade dashboards and resolve breaks/fails; coordinate with custodians and brokers; process securities transfers; handle voluntary corporate actions; create metrics reports
Seniority
Entry-level, recent graduate
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