Job Description
Investment Operations Analyst - Boston, MA
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Quincy, MA. The Investment Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing activities, and researching and resolving discrepancies. The ideal candidate will have 1–3+ years of experience in investment operations, trade support, or financial services.
This is a contract-to-hire opportunity, paying between $28-30/hour within a 40-hour work week.
Responsibilities:
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.
#LI-LS1
#LI-HYBIRD
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Quincy, MA. The Investment Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing activities, and researching and resolving discrepancies. The ideal candidate will have 1–3+ years of experience in investment operations, trade support, or financial services.
This is a contract-to-hire opportunity, paying between $28-30/hour within a 40-hour work week.
Responsibilities:
- Assist with investment operations and nightly pricing processes
- Support trade operations by processing, reviewing, and confirming trades
- Research and resolve trade errors, discrepancies, exceptions, and processing issues
- Collaborate with internal and external teams to investigate and resolve operational inquiries
- Communicate transaction issues, status updates, and resolutions, escalating as needed
- Follow established procedures and company standards to ensure compliance and accuracy
- Identify opportunities for process improvements and assist with implementation as needed
- Support additional operational responsibilities and projects as assigned
- Bachelor's degree in Finance or Economics (required)
- GPA above 3.0 (required)
- 1+ years of experience (internships included)
- Proficiency in Microsoft Excel (V-Lookups and PivotTables)
- Ability to work well in a team environment and also independently
- Demonstrated interest in investment operations
- Excellent communication (written and verbal) and interpersonal skills
- Detail-oriented, highly organized, and eager to learn
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.
#LI-LS1
#LI-HYBIRD
Numbers & Facts
| Location | Quincy, MA |
| Industry | Staffing/Employment Agencies |
| Salary | $28–$30 Per Hour |
| Company Size | 20 to 49 employees |
| Year Founded | 2005 |
| Website | http://daleyaa.com/ |
About Company
Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.
Skills
- Communication Skillsunmatched
- Consultingunmatched
- Detail Orientedunmatched
- Economicsunmatched
- Financeunmatched
- Financial Servicesunmatched
- Interpersonal Skillsunmatched
- Investment Analysisunmatched
- Investment Managementunmatched
- Maintain Complianceunmatched
- Microsoft Excelunmatched
- Operational Auditunmatched
- Operational Supportunmatched
- Organizational Skillsunmatched
- Presentation/Verbal Skillsunmatched
- Pricingunmatched
- Procedure Developmentunmatched
- Process Improvementunmatched
- Regulatory Complianceunmatched
- Team Playerunmatched
- Vlookupsunmatched
- Writing Skillsunmatched
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