Investment Oversight Analyst

Investment Oversight Operations Analyst

Seeking a detail-oriented Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities within Asset & Wealth Management. The ideal candidate will have strong Excel and analytical skills, excellent attention to detail, and the ability to collaborate across Operations, Trading, Risk, and other investment teams.

Key Responsibilities

• Support day-to-day investment oversight and operational activities, including account and transaction monitoring.
• Prepare accurate client, portfolio, and operational reports and customized materials.
• Analyze data and maintain risk, exposure, limit, and control reporting.
• Build and maintain Excel-based reports, dashboards, and analytical tools.
• Partner with Trading, Risk, Operations, and Product teams to resolve issues and improve workflows.
• Assist with risk management and control processes to ensure compliance with established guidelines.
• Identify operational issues and provide practical, data-driven solutions.
• Manage multiple priorities and meet tight deadlines while maintaining a high degree of accuracy.

Qualifications

• 15 years of professional experience preferred.
• Advanced or highly proficient Excel skills.
• Strong analytical, quantitative, communication, and interpersonal skills.
• Exceptional attention to detail and ability to produce accurate reporting.
• Collaborative, self-motivated, and comfortable working across multiple teams.
• Previous Operations, Investment Management, or Financial Services experience preferred.
• Exposure to risk management, controls, portfolio monitoring, or investment operations is highly desirable.
• Experience with Bloomberg, Python, and/or Tableau is a plus.
• CFA designation or progress toward the CFA is a plus.

Key Skills: Investment Operations | Advanced Excel | Risk & Controls | Portfolio Monitoring | Financial Services | Reporting & Analytics | Bloomberg | Tableau | Python