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Investment Operations Analyst Non Exempt

Job Location:

Pittsburgh, PA - USA

Monthly Salary: Not provided by the employer

Posted: 26 October 2026 (14 hours ago)

Application Deadline: 23 January 2027

Vacancies: 1 Vacancy

Job Description:

This role will assist multiple Operations teams who support Investment Management Banking and Loan products though out the life of an account.
The functional work performed supports operational processes related to trust and investment account closings including various cash disbursements asset transfers calculating schedules of distribution while maintaining and prioritizing a large account load.

Key responsibilities include:

Executes activities associated with distributing and closing investment management or trust accounts which could include:
Calculate and reconcile complex schedules of distribution
Obtain outstanding fees (legal tax etc.) and reserves
Execute initial cash/asset distributions and final payments prior to closing
Interaction with clients beneficiaries legal representatives or contra brokers as necessary
Data entry and review of sensitive client information across multiple systems and processes
Various project support tasks

Skills Required:

Strong attention to detail with ability to process critical data accurately and timely.
Excellent client service skills using both written and oral communication
Experienced user of Microsoft Office products.
High organizational ability while being able to prioritize multiple tasks in a changing environment.
Ability to work in a fast-paced deadline-driven environment with a sense of urgency.
Ability to work independently and in a team setting.

Required Experience:

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