What are the responsibilities and job description for the Portfolio Operations Analyst position at Insight Global?
Location: 3 Days a week onsite in either Boston, Milwaukee, Walnut Creek CA
Position: Portfolio Operations Analyst
Openings: 1
Length: 6-12 months with the opportunity to convert as internal employee
Start Date: 5/12
Job Description:
Insight Global is seeking a Portfolio Operations Analyst to join a leading independent asset management firm. This Analyst will be expected to handle multiple requests from portfolio managers and work within the fixed income/equity group. They will make sure the books are in order, reconcile positions and work through transactions and cash on a daily basis. This resource must have a background in investment operations and have a strong attention to detail. The individual may also be asked to lead or co-lead projects and must be able to hit the ground running. This will be a Hybrid position onsite in either Boston, Walnut Creek CA, or Milwaukee 3 days week. The pay for this role is based on years of experience and ranges $30-$35/hr.
Must Haves:
- 2 years of experience in Portfolio Accounting or investment operations
- Experience working in back office operations
- Experience with reconciliations
- Experience in any accounting software
Plusses:
- Knowledge of Charles River Development (CRD)
Compensation
$35/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Salary : $30 - $35
