Investment Operations & Technical Support Analyst

Daley and Associates

Chicago, IL(remote)

JOB DETAILS
SALARY
$90,000–$100,000 Per Year
SKILLS
Analysis Skills, Communication Skills, Data Processing, Data Quality, Finance, Fund Accounting, Identify Issues, Information Technology & Information Systems, Information/Data Security (InfoSec), Interpersonal Skills, Investment Accounting, Investment Funds, Investment Management, Investment Reporting, Operational Support, Portfolio Accounting, Problem Solving Skills, Reconciliation, Resolve Customer Issues, SQL (Structured Query Language), Technical Support, Time Management, Trading/Stockbroking
LOCATION
Chicago, IL
POSTED
Today

Investment Operations & Technical Support Analyst

We are currently seeking candidates for an Investment Operations & Technical Support Analyst position at a highly successful investment management firm located in Chicago, IL. The Investment Operations & Technical Support Analyst will contribute to the core operations of the company's portfolio accounting platform, update and maintain security master data, and query and update data using SQL. The ideal candidate will have 3+ years of experience in Fund Accounting, Investment Operations, Trade Support, or Technical Support.
 

This role offers fully remote flexibility (must be located in EST or CST). The compensation is $90-100k (depending on experience). 

 

Responsibilities:

  • Contribute to the core operations of the company's portfolio accounting platform 

  • Update and maintain security master data, including security setup and core maintenance, and perform troubleshooting as needed

  • Perform end-of-day trade processing while ensuring data integrity between the portfolio accounting platform and Charles River

  • Perform reconciliations, research, and resolve trade exceptions 

  • Query and update data using SQL

  • Update and maintain data leveraging SQL (queries, joins, updates, inserts, deletes)

  • Perform troubleshooting to address user-reported issues 

  • Assist in corporate actions, reporting, and investment operation activities 

  • Collaborate with Portfolio Accounting, Trade Operations, Investment Operations, Technical Support, and additional internal teams as needed

  • Provide additional support as needed

 

Qualifications: 

  • Bachelor’s Degree in Finance, Information Technology, or related field

  • 3+ years of experience in Fund Accounting, Investment Operations, Trade Support, or Technical Support 

  • Proficiency in Bloomberg and SQL (queries, joins, updates, inserts, deletes)

  • Strong fixed income experience 

  • Excellent communication and interpersonal skills

  • Strong problem-solving and time management skills

 

For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com. 

 

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About the Company

D

Daley and Associates

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.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/