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Senior Investment Operations Analyst
2 weeks ago
FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts.
Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM’s Order Management System (“OMS”) life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities.
The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM’s investment management infrastructure.
This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical.
Schedule & Location
This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.
- Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM).
- Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity.
- Support the expansion of trading instruments in developed and emerging markets.
- Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources.
- Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols.
- Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios.
- Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems.
- Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk.
- Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems.
- Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes.
- Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness.
- Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure.
Required Work Experience
- 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus.
- Strong understanding of post-trade processing and settlement across various markets and asset types.
- Strong technical proficiency and experience, preferably working with database development.
- Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired.
Required Education
- Bachelor’s degree in Finance, Economics, Accounting, or related field.
Required Skills
- Excellent analytical, organizational, and communication skills.
- Desired experience in leading transition management initiatives intra and inter-departmentally.
- Ability to proactively work individually and collectively in a small team-oriented environment.
The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
