Junior Investment Operations Analyst
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Job Location:
Boston, NH - USA
Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Overview
We are seeking a Junior Investment Operations Analyst to join a global financial services environment supporting institutional trading activity and portfolio operations. This opportunity is ideal for early-career professionals looking to build hands-on experience at the intersection of trading support client servicing and operational risk control.
The role sits within an investment operations team responsible for ensuring accuracy and efficiency across trade lifecycle processes.
Responsibilities
Support trade lifecycle processing from execution through settlement
Monitor trade breaks and resolve discrepancies in coordination with internal teams
Respond to institutional client inquiries related to trade status and settlements
Reconcile positions cash movements and transaction activity
Maintain accurate client and transaction documentation
Escalate operational risks or inconsistencies in accordance with internal controls
Assist in reporting and analysis of daily trading activity
Contribute to process improvement initiatives
Requirements
0-2 years of experience in finance (can include internships) within client services operations or analytical roles.
Bachelors degree in Business Finance Economics Accounting or a related field.
Strong Excel skills (PivotTables XLOOKUP/VLOOKUP data validation)
High attention to detail and structured problem-solving mindset
Ability to manage multiple tasks in a deadline-driven environment
Interest in capital markets and institutional investing
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
- Close Protection
- Accounting And Auditing
- C#
- Agriculture
- Civil Project Management
- Import & Export
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
