Senior Portfolio Operation Analyst

Insight Global

Milwaukee, WI

JOB DETAILS
SKILLS
Automation, Bond Market, Business Support, Capacity Analysis, Communication Skills, Environmental Management, Fixed Income Investments, Insourcing, Investment Management, Mergers and Acquisitions, Operational Audit, Operations Management, Portfolio Analysis, Problem Solving Skills, Process Improvement, Project Tracking, Quality Control, Reconciliation
LOCATION
Milwaukee, WI
POSTED
1 day ago

OverviewWe are seeking a Senior Portfolio Operations Analyst to join a high-performing investment operations team in a fast-paced environment. This is a senior-level, flexible role supporting multiple teams by balancing day-to-day operational oversight with key project initiatives. The individual will act as a go-to problem solver, stepping in to stabilize workloads, improve processes, and support business priorities. Responsibilities include overseeing and reviewing reconciliation processes to ensure accuracy, performing quality control checks, contributing to projects such as system conversions, automation, M&A integration, and insourcing efforts, and supporting teams during high-volume periods. This person will collaborate across multiple teams, rotating where needed, serve as a subject matter resource to guide junior team members, and communicate effectively with stakeholders across the organization, all while operating independently with minimal ramp-up.Equal OpportunityWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: years of portfolio or investment operations experienceStrong fixed income knowledge (bonds, swaps, etc.)Experience with reconciliations and operational controlsProven ability to work independently and ramp up quickly in new environmentsExperience navigating multiple systems and complex workflowsBackground in buy-side operations (investment manager environment strongly preferred) - Experience with custodian operations, particularly with fixed income exposureInvolvement in projects such as system implementations, automation, or M&A integrationExperience reviewing others' work or operating in a senior/lead analyst capacity#J-18808-Ljbffr

About the Company

I

Insight Global

We are a staffing agency helping individuals find jobs and employers fill open positions.

Based in Atlanta, Insight Global is a premier provider of employment and staffing solutions to Fortune 1000 customers across the United States and Canada. We provide long-term contract, short-term contract, temporary-to-permanent, direct placement, and enhanced staffing services. Insight Global specializes in placing contract job seekers into Information Technology, Accounting and Finance, Engineering (non-IT), and Government jobs.

Since our inception in 2001, we have experienced unprecedented growth within our industry, rapidly expanding from an Atlanta-based start-up to one of the most successful staffing firms in America.

Our core staffing services are the backbone upon which Insight Global was founded and have driven our success. We cater our delivery approach and recruiting efforts to meet each client’s unique demands, ensuring that we deliver both maximum client value and the differentiated Insight Global experience.

COMPANY SIZE
2,500 to 4,999 employees
INDUSTRY
Healthcare Services
EMPLOYEE BENEFITS
Paid Sick Days, Parking, Performance Bonus, Professional Development, 401K, Subsidized Commuting, Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Transportation Allowance, Vehicle Allowance, Work From Home, Merchandise Discounts
FOUNDED
2001
WEBSITE
http://www.insightglobal.net