Investment Trade Operations Analyst

Daley and Associates

Boston, MA

JOB DETAILS
SALARY
$20–$24 Per Hour
SKILLS
Accounting, Analysis Skills, Capital Markets, Communication Skills, Detail Oriented, Economics, Finance, Financial Services, Industry/Trade Analysis, Investment Analysis, Microsoft Excel, Multitasking, Operational Audit, Operational Support, Operations, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Process Improvement, Reconciliation, Record Keeping, Securities Investments, Team Player, Time Management, Transaction Processing/Management, Writing Skills
LOCATION
Boston, MA
POSTED
12 days ago

Investment Trade Operations Analyst 
We are currently seeking candidates for an Investment Trade Operations Analyst opportunity with a leading Financial Services firm located in Boston, MA. This is an excellent entry-level opportunity to gain hands-on experience supporting daily investment operations and transaction processing within a collaborative operations team. Comprehensive on-the-job training will be provided, making this an ideal role for candidates looking to begin a career in financial services.

This is a 6+ month contract opportunity, paying $20-$24/hour within a 40-hour work week. The position follows a hybrid schedule (3 days onsite / 2 days remote). Candidates must be local to the Greater Boston area and available to work onsite in Boston, MA, three days per week.

Responsibilities:

  • Support daily operational processing for investment and securities-related transactions
  • Review, process, and reconcile transaction activity to ensure accuracy and timely completion
  • Process corporate action events, payments, and client account updates
  • Monitor account activity and investigate discrepancies or exceptions
  • Communicate with internal teams and external partners regarding transaction status and outstanding items
  • Maintain accurate operational records and complete reporting as required
  • Ensure all activities are completed in accordance with established procedures and deadlines
  • Assist with additional operational projects and process improvement initiatives as needed
Qualifications:
  • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred
  • 0–2 years of professional experience (internships included)
  • Strong proficiency in Microsoft Excel
  • Excellent written and verbal communication skills
  • Strong analytical, organizational, and problem-solving abilities
  • High attention to detail and the ability to manage multiple priorities
  • Interest in financial services, investment operations, or capital markets
  • Ability to work independently and collaboratively in a team environment

For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@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/