Remote Sr. Analyst - Investment Operations | WFH

Job Overview

We are in search of a meticulous and proactive Senior Investment Operations Analyst to join our esteemed organization in a remote capacity. This position is an exceptional opportunity for individuals with expertise in financial services and investment operations who are eager to contribute meaningfully within a fast-paced and dynamic environment.

Key Responsibilities

• Manage and oversee the distribution of Net Asset Value (NAV) by custodians, ensuring consistent and transparent communication with clients during any delays.
• Maintain precise client records and databases, ensuring that all information is current and accurate.
• Address client inquiries and resolve discrepancies swiftly to guarantee client satisfaction.
• Support the execution of operational changes, including new initiatives and enhancements to processes.
• Accurately process and confirm trades, prioritizing efficiency and precision in all tasks.
• Provide backup support for the team leader in their absence.
• Enhance technical skills and deepen your understanding of market trends.
• Adhere to risk escalation protocols by identifying and reporting operational issues or suspicious activities.
• Manage nightly in-kind processing while navigating complex internal structures.
• Communicate trade settlements effectively with custodian providers.
  
  

Required Skills

• Excellent communication abilities, capable of articulating complex financial concepts clearly.
• Proficiency in Microsoft Excel for data analysis and financial modeling purposes.
• Experience in mentoring and training junior team members.
• Solid grasp of financial operations and industry protocols.
• Strong research capabilities and meticulous attention to detail.
• Commitment to delivering high-quality work with a focus on accuracy and thoroughness.
• Background in conducting financial audits.
• Familiarity with timekeeping software, such as ‘About Time’.
• Knowledge of financial pricing models and investment strategies.
• Experience in system integration and software deployment.
• Strong client relationship management skills, fostering trust and collaboration.
• Proficiency in Microsoft Outlook for effective scheduling and communication.
• Familiarity with video conferencing and remote communication tools.
• Proficiency in Windows OS and relevant financial software.
  
  

Qualifications

• A Bachelor’s degree in Finance or a related discipline.
• Relevant experience in the financial services sector, ideally within an operational capacity.
  
  

Career Growth Opportunities

This role presents the opportunity to enhance your technical expertise and broaden your understanding of market dynamics, paving the way for significant professional development and advancement within the investment operations field.

Company Culture and Values

Our organization is committed to fostering a collaborative work environment where attention to detail and operational excellence are paramount. If you are passionate about investment operations and thrive in a team-oriented setting, we invite you to apply!

Employment Type: Temporary