Operations Analyst
Company Overview
A boutique investment management firm focused on alternative investment strategies and institutional capital. The firm operates a collaborative, entrepreneurial environment where employees gain broad exposure across business functions. Its platform emphasizes operational rigor, strong controls, and continuous process improvement.
Position Overview
The Operations Analyst will support the day-to-day operational activities of investment vehicles and related entities. This role is responsible for ensuring the accuracy of operational data, coordinating with third-party service providers, and maintaining key controls across the business. The position offers the opportunity to contribute to process enhancements and operational efficiency initiatives.
Responsibilities
- Perform reconciliations and investigate discrepancies across accounts, positions, and operational records.
- Support transaction processing, settlements, and related operational activities.
- Coordinate with external service providers to resolve operational issues and ensure timely data accuracy.
- Assist with expense allocations, accrual tracking, and other financial operations processes.
- Monitor and process investment-related events and administrative activities.
- Identify and implement improvements to existing workflows, controls, and operational procedures.
Qualifications
- 5+ years of experience in investment operations, fund operations, middle office, or financial services.
- Experience supporting reconciliations, transaction processing, and operational controls.
- Familiarity with institutional investment products and investment management environments.
- Advanced Excel skills and strong analytical capabilities.
- Excellent attention to detail, organization, and problem-solving abilities.
- Process improvement mindset with exposure to automation, reporting, or data analysis tools preferred
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
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