Investment Operations Analyst

Investment Operations Analyst (Bilingual Spanish/English)

A growing financial services organization is seeking a Bilingual Investment Operations Analyst to support securities operations, portfolio administration, trade processing, reconciliations, and investment-related activities within a fast-paced wealth management environment.

This is a hybrid opportunity based in Miami, FL. Candidates must reside in the greater Miami area and be available to work onsite three days per week.

• Support discretionary portfolio management activities including account maintenance, portfolio rebalancing, liquidity requests, and profile updates.
• Perform daily transaction and position reconciliations between internal systems and external trading platforms.
• Investigate and resolve reconciliation breaks, trade exceptions, and operational discrepancies.
• Process and support securities transactions including purchases, sales, transfers, settlements, and corporate actions.
• Review and approve incoming securities transfers and coordinate related operational activities.
• Maintain security master records and support new security onboarding processes.
• Research and resolve trade processing issues by partnering with internal stakeholders across operations, trading, compliance, and relationship management teams.
• Monitor investment account activity and assist with reporting, analysis, and operational controls.
• Maintain exception logs and communicate issues to compliance and management when necessary.
• Respond to inquiries from internal business partners and provide operational support related to investment products and trading procedures.
• Participate in training initiatives and support process improvement efforts.

• 2-3 years of experience in securities operations, investment operations, middle office operations, or a related financial services environment.
• Fluency in both English and Spanish (written and verbal).
• Strong understanding of investment products including equities, fixed income securities, mutual funds, and ETFs.
• Experience performing transaction and position reconciliations.
• Experience supporting securities transactions, trade processing, settlements, transfers, and related operational activities.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Ability to collaborate effectively across multiple teams and departments.

• Middle office operations experience.
• Trade support and investigations experience.
• Hybrid schedule: 3 days onsite and 2 days remote.
• Candidates must be local to the greater Miami area.

• Potential for extension based on business needs and performance.