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