Operations Analyst

1 month ago


boston, United States Whitridge Associates Full time

We are seeking a detail-oriented Operations Analyst to join our client’s team in Boston.


Key Responsibilities:

  • Support multiple groups with operational tasks
  • Set up new accounts and handle onboarding using proprietary systems
  • Communicate effectively with custodian banks


Required Skills and Qualifications:

  • 1-2 years of experience
  • Proficiency in MS Office (Excel and Word)
  • Basic investment knowledge in fixed income, securities, and equities
  • Excellent written and verbal communication skills, including memo writing and template use



NOTE: This role requires onsite work twice a week. After the training period, remote work will be considered.


OPEN TO W2 APPLICANTS ONLY.


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