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Portfolio Operations Analyst

TekNavigators Staffing
Boston, MA Contractor
POSTED ON 3/26/2025 CLOSED ON 3/29/2025

What are the responsibilities and job description for the Portfolio Operations Analyst position at TekNavigators Staffing?

Title: Sr Portfolio Operations Analyst

Location: Boston, MA (Onsite)

Duration: 6-month contract

We’re looking for someone with more experience supporting bank loans and/or derivatives for the role.

Required Qualifications

  • 5 plus years of investment operations experience
  • Experience working with bank loans and derivatives
  • Strong attention to detail and accuracy
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Proven ability to manage risk, mitigate risk and make sound decisions.
  • Ability to work effectively in a team environment.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to drive continuous improvement and execution excellence

Preferred Qualifications

  • Enjoys working in a changing environment but able to focus on the task at hand
  • Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
  • Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.
  • Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI

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