Senior Analyst, Investment Operations
Core
Senior Analyst supporting the end-to-end investment trade lifecycle including trade matching, settlements, post-settlement activities, and cash management.
Role type
Senior IC investment operations analyst
Builds
Accurate and timely processing of investment transactions supporting global investment portfolios
Domain
Financial services / Investment Operations
Required skills
Trade lifecycle processes, settlements, cash management, securities instruments, operational controls, Microsoft Office (Excel, PowerPoint), Bloomberg, Simcorp, Custodian portals, analytical and diagnostic skills, process design, risk management
Preferred skills
Power Platform tools, VBA, CTM, Aladdin, Power BI, Power Automate, Data visualization, audit and compliance exposure, global team coordination
Technologies
Bloomberg, Simcorp, Custodian portals, CTM, Aladdin, Power BI, Power Automate, Microsoft Office
Responsibilities
Perform daily operational support across Trade Matching, Settlements, Post-Settlement activities, and Cash Management; Investigate, analyze, and resolve trade and cash-related inquiries; Monitor and actively manage settlement, operational, and reputational risks; Escalate critical issues, operational risks, and control breaches; Support root cause analysis of production issues and process exceptions; Assist in creating, maintaining, and updating operating procedures; Identify opportunities for process improvements and automation.
Seniority
Senior, hands-on IC