What are the responsibilities and job description for the Investment Operations Analyst position at North Talent Group?
Location: Beachwood, Ohio (Hybrid: Mon & Fri Remote, Tues-Thurs Onsite)
Duration: 3 Months Contract (Potential Contract-to-Hire)
Shift: Day Shift, 40 hours/week (8 AM - 5 PM, M-F)
Job Overview:
- Generate portfolio risk metrics and performance reports using tools like FactSet, Bloomberg, and eVestment.
- Reconcile data across investment management systems and execute investment transactions.
- Perform daily cash reconciliations, update cash flow projections, and process capital calls/distributions.
- Assist with Operational Due Diligence and asset manager onboarding.
- Collaborate with Tax, Legal, Accounting, and Treasury teams to resolve issues efficiently.
- Create and maintain Tableau dashboards for data visualization.
Top Skills:
- Proficiency in Excel, Word, and PowerPoint.
- Strong critical thinking, decision-making, and organizational skills.
- Ability to manage large datasets and prioritize in a fast-paced environment.
- Detail-oriented and resourceful, with strong interpersonal skills.
Tools: Bloomberg, FactSet, Dynamo, eVestment, Tableau, Coinbase, and more.
Job Type: Contract
Pay: Up to $28.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
Application Question(s):
- Could you please share your email address with us for future updates?
Experience:
- Fraud: 1 year (Preferred)
- Microsoft Excel: 1 year (Preferred)
- SAP Finance & Controlling: 1 year (Preferred)
Ability to Commute:
- Beachwood, OH 44122 (Required)
Ability to Relocate:
- Beachwood, OH 44122: Relocate before starting work (Required)
Work Location: Hybrid remote in Beachwood, OH 44122
Salary : $28
