Job Description
Job Description:
Location: Quincy, MA
Work Arrangement: Hybrid –Target of 4 days onsite per week
Schedule: 11: 00 AM –7: 30 PM EST
Duration: Contract (6 months)
Industry: Financial Services / Asset Management Job Overview
We are seeking a detail-oriented Financial Operations / Transfer Agency Operations Analyst to join a fast-paced, high-volume financial operations team in Quincy, MA. This role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations.
The ideal candidate will have strong communication, attention to detail, critical thinking, and problem-solving skills, along with the ability to manage multiple priorities across several systems in a time-sensitive financial environment.
Core Responsibilities
Experience or knowledge in the following areas is highly desirable:
Location: Quincy, MA
Work Arrangement: Hybrid –Target of 4 days onsite per week
Schedule: 11: 00 AM –7: 30 PM EST
Duration: Contract (6 months)
Industry: Financial Services / Asset Management Job Overview
We are seeking a detail-oriented Financial Operations / Transfer Agency Operations Analyst to join a fast-paced, high-volume financial operations team in Quincy, MA. This role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations.
The ideal candidate will have strong communication, attention to detail, critical thinking, and problem-solving skills, along with the ability to manage multiple priorities across several systems in a time-sensitive financial environment.
Core Responsibilities
- Process hundreds of manual and automated trades on a daily basis.
- Manage approximately 100–150 client inquiries per day through Outlook and Salesforce.
- Track, research, and resolve client requests while ensuring timely and accurate responses.
- Process transaction security forms and authorized signature updates.
- Conduct callback verification for wire instructions and bank details to help prevent fraud.
- Support custody and account-related changes and ensure required documentation is complete.
- Assist with end-of-day and nightly pricing activities, including pricing releases around 6: 30–7: 30 PM EST.
- Work across multiple internal and proprietary systems to process transactions and resolve operational issues.
- Identify operational issues, assess their potential business impact, and escalate when appropriate.
- Coordinate with internal teams, including Relationship Management, Client Implementation, Reporting, and other operational groups.
- Support trade processing, reporting, settlements, and other daily financial operations.
- Maintain a high level of accuracy and accountability when handling sensitive financial information and transactions.
- Look for opportunities to improve operational efficiency through technology, including Microsoft Copilot and other AI-enabled tools.
- Prior professional experience in financial operations, banking, asset management, fund operations, or transfer agency operations preferred.
- Experience with trade processing or transaction processing.
- Strong written and verbal communication skills.
- Excellent attention to detail and ability to identify discrepancies or potential risks.
- Strong critical thinking and independent problem-solving abilities.
- Strong Microsoft Excel and Outlook skills.
- Ability to manage a high volume of emails, transactions, and requests simultaneously.
- Comfortable working across multiple systems and learning proprietary applications quickly.
- Strong ownership, accountability, and sound judgment.
- Ability to work effectively in a fast-paced, deadline-driven environment.
Experience or knowledge in the following areas is highly desirable:
- Transfer agency operations
- Trade processing and reporting
- Commingled funds and unitized structures
- NAV calculations and fund pricing
- Trade guidelines and settlement dates
- Custodian processes
- Cash settlements
- Wire instructions and transaction verification
- Financial transaction controls
Numbers & Facts
| Location | Quincy, MA |
| Industry | Staffing/Employment Agencies |
| Salary | $40 |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | http://www.lancesoft.com/ |
About Company
We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc).
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.
Skills
- Artificial Intelligence (AI)unmatched
- Asset Managementunmatched
- Bank Managementunmatched
- Business impact analysis (BIA)unmatched
- Communication Skillsunmatched
- Customer Relationship Management (CRM)unmatched
- Detail Orientedunmatched
- Documentationunmatched
- Financeunmatched
- Financial Controlunmatched
- Financial Operationsunmatched
- Financial Servicesunmatched
- Financial Transactionsunmatched
- Identify Issuesunmatched
- Microsoft Excelunmatched
- Microsoft Outlookunmatched
- Microsoft Product Familyunmatched
- Multitaskingunmatched
- Operational Auditunmatched
- Operational Improvementunmatched
- Operational Strategyunmatched
- Operationsunmatched
- Presentation/Verbal Skillsunmatched
- Pricingunmatched
- Problem Solving Skillsunmatched
- Salesforce.comunmatched
- Time Managementunmatched
- Transaction Processing/Managementunmatched
- Writing Skillsunmatched
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