Junior Finance Associate
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Job Location:
Boston, NH - USA
Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Overview
We are looking for a Junior Investment Operations Associate to join a high-performing institutional investment environment supporting global clients. This is an entry-level role designed for early-career finance professionals who want hands-on exposure to how institutional trading and client operations work in practice.
You will sit at the intersection of client service trading operations and internal coordination helping ensure that investment transactions are executed accurately and client requests are handled efficiently. This role is ideal for junior professionals who enjoy structured detail-oriented work and want to build a long-term career in financial services operations.
You will receive structured onboarding and training and work closely with experienced team members in a fast-paced collaborative environment.
Responsibilities
Act as a point of contact for institutional client inquiries related to trade status settlement and operational follow-ups.
Support the timely and accurate processing of client requests and trading-related tasks.
Coordinate with internal teams (operations portfolio management and client teams) to resolve issues efficiently.
Identify and escalate operational issues following defined procedures.
Maintain and update client documentation in line with internal governance standards.
Perform quality checks to ensure accuracy and consistency of operational processes.
Assist with ongoing operational projects and process improvements.
Follow established procedures to support risk management and operational controls.
Build foundational knowledge of trading processes settlement workflows and market operations.
Requirements
1-2 years of experience in finance (can include internships) within client services operations or analytical roles.
Bachelors degree in Business Finance Economics or a related field.
Strong attention to detail and ability to work accurately under deadlines.
Good organizational and time management skills.
Analytical mindset with a willingness to learn complex processes.
Clear and professional communication skills.
Ability to work effectively in a structured team-based environment.
Comfort working with data and spreadsheets (Excel proficiency preferred).
Positive attitude toward repetitive process-driven work and continuous improvement.
Permanent authorization to work in the US.
Benefits
Structured onboarding and training program (3-4 weeks)
Exposure to institutional investment operations and global financial markets
Clear career development pathway within financial services
Hands-on experience working with trading and client operations
Collaborative and supportive team environment
Competitive entry-level compensation and benefits
Commitment to Diversity and Inclusion
We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some but not all of the criteria to apply.
Application Process
Please submit your CV outlining your client support experience examples of successful client outcomes you have driven and why you are interested in this role. Shortlisted candidates will be invited to an initial interview followed by a panel interview and a practical case exercise. We will contact only those selected for interview.
Key Skills
- Financial Services
- Financial Concepts
- Accounting
- Corporate Finance
- Analysis Skills
- Securities Law
- Investment Banking
- Microsoft Excel
- Private equity
- Financial Analysis
- Financial Modeling
- Financial Planning
About Company
Bringing a personalized approach to connecting exceptional talent with unique opportunities. Specializing in recruitment for diverse roles, leveraging extensive experience and innovative strategies to find the perfect match for any business needs. Collaboration builds a stronger, mor ... View more
