Investment Operations Specialist

We are seeking an Investment Operations Specialist to join our client's growing team. This position is hybrid in Boston, MA.

• Processand reconcilesecurities trades across accounting and order management systems to ensure accurate and timely settlement.

• Monitorstraight-through trade processing and resolved exceptions requiring manual intervention.

• Investigatetrade discrepancies, pricing deviations, and reconciliation breaks, partnering with internal teams to resolve issues.

• Coordinatedaily portfolio cash flows, including trade execution, confirmations, and liquidity management activities.

• Supportportfolio rebalancing and allocation events to maintain target investment allocations.

• Generatecash flow projections and ensured automated system feeds and manual adjustments were accurately reflected in reporting.

• Communicate with internal and external stakeholders to resolve trade issues and ensure accurate transaction processing.

• Collaborate with trade processing and operations teams to maintain efficient workflows and meet operational deadlines.

• Bachelor’s degree in Business, Finance, Economics, Accounting, or related field (or equivalent professional experience).

• Experience in investment operations, trade processing, securities operations, or financial services.

• Understanding of trade lifecycle processes, reconciliation, and portfolio cash management.

• Proficiency with financial systems, order management platforms, and Microsoft Office tools.

• Strong analytical and problem-solving skills with the ability to identify and resolve operational issues.

• Excellent organizational, multitasking, and time management skills in deadline-driven environments.

• Strong written and verbal communication skills with the ability to collaborate across teams.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.