Investment Operations Analyst

Investment Operations Analyst

We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry‑level position, providing an excellent opportunity to gain hands‑on back‑middle office experience with a top‑tier Investment Management firm.

This is a contract‑to‑hire opportunity, paying $19–20/hour within a 40‑hour work week.

• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings and income receivables for client portfolios
• Research and report variances and incorrect holdings within accounts and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly
• Use Bloomberg to research portfolio discrepancies between the firmand the Bank
• Provide additional support as needed

• Bachelor's degree in Finance or Economics (required)
• GPA above 3.0 (required)
• 0–1 years experience (internships included)
• Proficiency in Microsoft Excel (V‑Lookups and Pivot‑Tables)
• Ability to work well in a team environment and also independently
• Demonstrated interest in investment operations
• Excellent communication (written and verbal) and interpersonal skills
• Detail-oriented, highly organized, and e ager to learn

For immediate consideration, interested and qualified candidates should send their resume to Jackson at

Location:

Boston, MA.