Investment Operations Analyst

4 days ago

Boston, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a contract for an Investment Operations Analyst position in Boston, Massachusetts, with the potential for a permanent role. This role is integral to our team, with responsibilities encompassing client investment management operations, database maintenance, trade processing, and customer inquiries resolution.

Responsibilities:
• Accurately and efficiently process client credit applications
• Input and audit trades appropriately
• Maintain accurate customer credit records
• Resolve discrepancies and inquiries from clients and other departments, ensuring the highest client satisfaction
• Oversee the distribution of NAV by our Custodian providers, managing the client communication and inquiry process in the event of a NAV delay
• Provide backup for team leader as needed
• Perform duties related to processes occurring in the late afternoon/evening for the Boston Shareholder Services team, including Client Trading and Client Support
• Maintain a working knowledge of the overall process operating model, assisting with the deployment of operational changes
• Develop technical expertise and a better understanding of marketplace nuances
• Conform with the 'risk' escalation chain for operational issues and suspicious transactions
• Perform other duties as assigned.• Strong communication skills, both written and verbal, for effective and detail oriented interaction with colleagues and clients.
• Proficiency in Microsoft Excel for data analysis, financial modeling, and reporting.
• Ability to provide training and guidance to entry level staff members.
• Operational knowledge and understanding of business processes and procedures.
• Research skills to investigate and resolve issues or discrepancies.
• Commitment to quality and consistent attention to detail.
• Experience with database management and data entry.
• Proficient in detail oriented email correspondence.
• Familiarity with audit procedures and compliance requirements.
• Proficiency in Microsoft Outlook for scheduling, communication, and task management.
• Knowledge of 'About Time' software or similar time management tools.
• Basic understanding of finance principles and practices.
• Knowledge of pricing strategies and financial forecasting.
• Excellent communication skills for presenting complex information in an understandable manner.
• Experience with system integration and implementation.
• Ability to manage client relations and expectations.
• Comfort with video conferencing and virtual communication tools.
• Familiarity with Windows OS and its applications.
• Experience in the financial services industry.
• Ability to provide oversight and leadership for operational tasks.
• Knowledge of backup technologies, recovery procedures, and risk management.
• Experience with deployment of operational changes or system updates.
• Ability to manage placement of resources and staff.
• Understanding of recovery procedures and disaster recovery planning.

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