Investment Operations Analyst

Job Description

Investment Management - Operations Analyst

Charlottesville VA (On-site)

ProspectBlues client is seeking a detail-oriented and analytically driven professional to join their team as an Investment Operations Analyst. This role is ideal for candidates with experience in accounting transaction advisory audit corporate finance or investment operations who are looking to apply their skillset in a dynamic investment environment.

Youll play a key role supporting investment operations portfolio reporting and data-driven decision-making across a diversified investment platform. This position offers strong exposure to both operational and analytical aspects of investing.

What Youll Do

Investment Operations & Reporting

• Support capital activity including cash movements investment funding and distributions
• Maintain accurate investment records valuations and supporting documentation
• Partner with internal teams and external stakeholders (e.g. fund managers administrators) to ensure smooth execution of operational processes
• Assist with portfolio reporting cash flow forecasting and consolidated reporting efforts
• Identify opportunities to improve processes reporting accuracy and operational efficiency

Portfolio Analysis & Monitoring

• Track investment performance and assist in preparing performance and exposure reports
• Support periodic reporting for internal stakeholders and leadership
• Contribute to performance analysis and portfolio insights

Pipeline Tracking & Investment Support

• Maintain internal systems to track investment opportunities and decisions
• Assist with research data gathering and due diligence processes
• Help prepare summaries reports and presentation materials for internal review

What Were Looking For

Required:

• Bachelors degree in Finance Accounting Economics or related field
• 14 years of relevant experience (e.g. public accounting Big 4 transaction advisory corporate finance fund administration or similar)
• Strong Excel and data analysis skills
• High attention to detail and strong organizational skills
• Ability to manage multiple priorities and meet deadlines
• Clear and effective written and verbal communication skills
• Interest in financial markets investing and business operations

Preferred:

• Experience working with financial statements reporting or investment data
• Exposure to investment management private equity or transaction environments
• Familiarity with financial systems CRMs or reporting tools

Why This Role

• Broad exposure to investment operations and portfolio analytics
• Opportunity to transition from accounting or advisory into an investment-focused role
• Collaborative team-oriented environment with opportunities to grow

Compensation & Benefits

Compensation and title will be commensurate with experience. We offer a competitive benefits package including health coverage retirement benefits and paid time off.

How to Apply:

Interested candidates should submit a resume and cover letter to to start the screening/interview process!