Investment Operations Analyst

2 weeks ago


GondrecourtleChâteau, Grand Est, United States Pyramid Consulting, Inc Full time

We are currently seeking a skilled Investment Operations Specialist for a contract opportunity with potential for long-term engagement. This role involves providing essential support to investment sales teams and ensuring smooth operational processes.

Position Overview:

This position is focused on delivering high-quality assistance to internal teams, clients, and compliance departments by addressing inquiries, resolving issues, and conducting research related to investment operations.

Key Responsibilities:

  • Deliver exceptional support to investment sales personnel and internal staff by effectively managing and resolving operational inquiries.
  • Act as a key liaison between various departments to facilitate communication and operational efficiency.
  • Identify and analyze the root causes of operational challenges.
  • Ensure timely resolution of issues to comply with regulatory standards and service commitments.
  • Maintain clear communication with clients and internal stakeholders to confirm issue resolution.
  • Document all operational activities comprehensively.
  • Execute a range of operational tasks within the Investment Operations domain.
  • Investigate and rectify operational discrepancies, which may require thorough analysis.
  • Collaborate with investment teams and other internal resources to address challenges and enhance service delivery.
  • Verify the accuracy of account statements and related information.
  • Check account entries for accuracy, ensuring all totals align and making necessary adjustments.
  • Confirm that all documentation requirements are met.
  • Respond to inquiries via phone or written communication, conducting research as needed for special requests.

Qualifications and Skills:

  • High School diploma or equivalent required.
  • Three to five years of relevant experience in investment operations.
  • Strong knowledge of investment operations, including both manual and automated processes.
  • Exceptional customer service abilities.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to manage multiple projects and tasks effectively under tight deadlines.
  • Proficient in various software applications, including Microsoft Office.
  • Strong organizational, planning, and problem-solving skills.
  • Capability to identify, resolve, or escalate issues as necessary.
  • Detail-oriented with strong data entry skills and the ability to multitask.

Pyramid Consulting, Inc. is an equal opportunity employer, committed to creating a diverse environment and is proud to be an affirmative action employer.



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