Job Description
Senior Analyst, Investment Operations
Salary: $120K–$160K + Bonus
Location: Boston, MA | Hybrid
Why This Opportunity Stands Out:
- Newly created role with significant ownership and visibility across the investment platform
- Join a sophisticated alternative investment manager with approximately $14B in AUM
- Broad exposure across public and private markets rather than being siloed into one asset class
- Serve as a senior operational resource and escalation point without direct people management
- Opportunity to drive automation, technology, and process improvement initiatives
- Flexible culture with Fridays remote, 3 flex hours per week, and company-offered CrossFit classes
Senior Analyst Key Responsibilities:
- Support trade execution, settlement, cash and position reconciliations, and administrator oversight
- Manage treasury and liquidity activities including FX, credit facilities, and funding obligations
- Partner with prime brokers, custodians, administrators, and other counterparties
- Prepare NAV, valuation, compliance, risk, and portfolio reporting
- Support operational workflows across equities, derivatives, alternative investments, and direct trading strategies
- Lead process improvements through technology, automation, and AI
Senior Analyst Qualifications:
- 6–9+ years of investment operations experience
- Hedge fund, multi-strategy, or similar investment management experience strongly preferred
- Experience with public markets and products such as equities, options, futures, forwards, swaps, and FX
- Experience working with prime brokers and custodians and resolving trade breaks
- Strong understanding of treasury, liquidity, settlement, and reconciliations
- Bachelor's degree required
- Strong Excel skills; experience with Eze, Bloomberg, ICE, or DTCC is a plus
Numbers & Facts
| Location | Boston, MA |
| Industry | Financial Services |
| Salary | $120,000–$160,000 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1994 |
| Website | http://www.cfstaffing.com/ |
About Company
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.
Skills
- Artificial Intelligence (AI)unmatched
- Automationunmatched
- Brokerageunmatched
- Derivativesunmatched
- Fundingunmatched
- Futuresunmatched
- Hedge Fundsunmatched
- Investment Managementunmatched
- Liquidityunmatched
- Microsoft Excelunmatched
- Multiplatform/Cross-Platformunmatched
- Operational Auditunmatched
- Operational Supportunmatched
- People Managementunmatched
- Process Improvementunmatched
- Reconciliationunmatched
- Riskunmatched
- Swap Marketunmatched
- Treasuryunmatched
- Treasury Managementunmatched
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