Investment Operations and Business Analyst
$90k - $100kDaley And Associates, LLC
Investment Operations & Business Analyst - New York, NY We are currently seeking candidates for an Investment Operations Application Support Analyst opportunity with a leading investment management firm. This role sits at the intersection of investment operations, portfolio accounting, and technology support. The selected individual will provide support for the firm's portfolio accounting platform, troubleshoot operational and data-related issues, maintain security master data, and serve as a key liaison to investment operations, trading, and technology teams.
This is a direct-hire opportunity offering a base salary of $90,000–$100,000, depending on experience. The position is fully remote, and candidates located anywhere within the United States will be considered. Applicants must be authorized to work and reside in the U.S. to be eligible for consideration.
Responsibilities- Support portfolio accounting and investment operations systems
- Perform security setup and maintenance using Bloomberg data
- Investigate and resolve trade processing, data, and application support issues
- Monitor end-of-day processing and exception management
- Query and update data using SQL
- Partner with operations, trading, and technology teams to resolve issues and improve workflows
- Support reporting, data validation, and corporate actions processing
- Bachelor's degree in Accounting, Finance, or related field
- 3+ years of experience in investment operations, portfolio accounting, settlements, fund accounting, or a related investment management environment
- Strong understanding of fixed income securities; derivatives exposure is a plus
- Experience with Bloomberg
- Working knowledge of SQL (queries, joins, updates)
- Strong analytical, troubleshooting, and problem-solving skills
- Excellent communication and customer service skills
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Operations and Business Analyst in New York, NY vacancy
- ...The Senior Technology Finance Business Analyst is responsible for leading financial planning... ...organization. This role manages annual operating and capital budgets, including a technology... ...project teams to ensure technology investments are planned, governed, optimized, and...OperationsFull timeContract work
DBI Staffing
New York, NY3 days ago $50 - $55 per hour
...Position: Investment Operations & Business Analyst Location: New York, NY 10104 (open to 100% remote candidates) Compensation: $50-$55 converts to a base salary of $100,000–$110,000 + bonus (depending on experience) Employment Details: 4-month contract-to-hire...OperationsPermanent employmentContract workLive inRemote workDaley And Associates, LLC
New York, NY17 days ago$35 - $40 per hour
...client, a well-established investment manager in Midtown, NY, is seeking... ...a Performance and Composite Analyst for their Portfolio... ...Analyst” roles. Live Sports, Business Analyst , Live Sports New York... ...week ago Business Analyst - Operations & Settlement Business Analyst...OperationsContract workPart timeWork experience placement- Investment Performance Analyst Location(s): Budapest, Budapest, Hungary Job Type: Hybrid Discover your future at Citi Working at... ...inquiries Collaborate with internal teams and business partners to support operational excellence and service delivery Analyze exceptions...OperationsFull timeCasual workWork at officeWork from homeHome officeFlexible hours
$55 - $60 per hour
Financial Planning & Analysis (FP&A) Analyst United States Truss is a... ...makes pricing, hiring, and investment decisions from. Educate... ...refreshed monthly, within 7 business days of close. Revenue and Cash... ...in a United States military operation for which an Armed Forces service...OperationsHourly payFull timeContract workFor contractorsRemote workVisa sponsorshipWork visa$150k - $175k
...continuously improved across the business. In this position, you will... ...with Supervisory Analysts, the Control Group, and the... ...organizational knowledge to ensure the operations team has current and... ...collaboration with remote flexibility. Investment in your professional...OperationsFull timeWork at officeRemote workDay shift- ...Job Description Our client is seeking a Business Data Analyst to evaluate and integrate alternative investment data across enterprise systems, focusing on data... ...alternative investment data into the strategic operating model Prepare comprehensive business process...OperationsWork at office
$100k - $140k
...ACQUISITIONS & ASSET MANAGEMENT ANALYST Located in Manhattan, Pine... ...of experience as owners and operators of multi-family property. At... ...a broad range of real estate investment activities including... ...documentation detailing the business plan. To support underwriting...OperationsFull timeWork at officePine Management, Inc.
New York, NY3 days ago- 5 days a week on-site. Midtown NYC Investment Operations & Portfolio Management Analyst Company Description A growing alternative investment firm focused on private equity and private markets, with a diversified portfolio across fund-of-funds, co-investments,...OperationsFull timeWork at office
Green Key Resources
New York, NY4 hours ago $50 - $80 per hour
...Business Operations / Knowledge Work Specialist (Part-Time | Remote | $50–$80/hr) Position: Business Operations / Knowledge Work Specialist... ...outcomes. ~ Demonstrable career progression, such as Analyst to Manager or Director of Operations. ~ Availability for at...OperationsHourly payPart timeRemote workWeekday workSynthires
New York, NY2 days ago- ...Job-Senior Business Analyst & Prompt Engineer (AI Skills) Job Location - NYC, NY Job Type- Full Time The role A senior, independent... ...week onsite) Engagement: Embedded with a technology and operations team at a large global bank Level: Senior, independent...OperationsFull time3 days per week
Maveric Systems Limited
New York, NY1 day ago - ...Most investment firms spend years trying to grow from $9B to $40B in assets. This team... ...period, headcount more than tripled as the business continued to scale, creating a rare... ...already managing tens of billions while still operating with the speed, ownership, and influence...OperationsFull time
Benton Partners
New York, NY2 days ago - Endeavor Catalyst is seeking a Portfolio Management Analyst in New York to support portfolio management, reporting, and automation.... ...with strong analytical skills and an interest in venture capital operations. You will work with cross-functional teams, gain exposure to...Operations
$43.26 per hour
...return approach to fixed income investing. In the 50+ years since, we... ..., Strategic Accounts Analyst, US Positions are located in... ...year college or university Are business proficient in English See Yourself... ...Marketing, Legal & Compliance and Operations. Responsibilities for this...OperationsHourly payFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideFlexible hoursShift work- ...solutions for Marketing teams on Google Cloud, covering campaign operations, content lifecycle, audience segmentation, engagement... ...Analytics, GA4, Looker, dashboards, KPIs.Strong documentation and business analysis skills.Understanding of AI and automation use cases in...Operations
Virtusa
New York, NY5 days ago - ...The Business Operations team sits within Finance and partners across Chainalysis to strengthen how the company plans, makes decisions, and... ...In this role, you’ll: As a Senior Business Operations Analyst at Chainalysis, you will be a strategic operator and connective...Operations
Chainalysis
New York, NY4 hours ago $130k - $150k
...is seeking a highly motivated, analytical, and proactive Business Operations Analyst to support critical operational functions across the organization... ...in working with enterprise grade customers in banking or investment management. Exceptional written and verbal...OperationsLocal areaVersana LLC.
New York, NY1 day ago- ...technology firm specializing in private markets, is seeking a Business Analyst to join its growing U.S. practice. This opportunity is... ...suited for someone with experience in private markets, investment operations, or working with data and data products. You’ll work...OperationsFull time
Alternative Investment Staffing,LLC
New York, NY1 hour ago $45 per hour
...Title: Business Analyst (People Operations) TEMP Pay: $45/hr Location: New York, NY Work Arrangement: Hybrid (3 days onsite / 2 days remote) Hours: 8:00 AM - 5:00 PM Duration: Initial contract through April 2027 with potential extension up to 12 months...OperationsFull timeContract workTemporary workRemote workAppleOne Employment Services
New York, NY1 hour ago- ...eCommerce Business AnalystRio Grande is a global leader in supplying precious metals and... ...Analysis team is looking for an IT Business Analyst to help drive the continued evolution of... ...the customer experience and business operations.· Manage multiple enhancement requests and...OperationsFull timeTemporary work
Rio Grande
New York, NY2 days ago - Rol: Desde Rehire nos encontramos en la búsqueda de un/a Business Operations & Automations Jr. Analyst para sumarse a una compañía de tecnología y educación enfocada en el desarrollo de talento y liderazgo en Latinoamérica. Buscamos un perfil analítico, proactivo, organizado...OperationsFor contractorsMonday to Friday
- ...Our client is seeking a Business Analyst with expertise in procurement operations, media workflows, and emerging AI-driven business processes. This individual will partner directly with business stakeholders to discover, define, and document high-value use cases, assess...Operations
Eliassen Group
New York, NY1 hour ago - ...seeking a Trade Promotion Management (TPM) Analyst to support the implementation,... ...trade spend management, reporting, and business processes. This is an excellent opportunity... ...processes, system functionality, reporting, and operational efficiency. Create reports and...OperationsContract work
The Judge Group
New York, NY18 days ago - ...currently the most important and most difficult constraint on this business. It determines which engagements we can win, how well we... ...where the company is heading, the most likely areas are delivery operations, finance and revenue operations, client operations, or a role...OperationsPermanent employmentFull timeWork at officeImmediate start
Tenex Labs
New York, NY6 days ago $63k - $75k
...About the Role Fragomen’s Senior Business Immigration Analyst position will provide you with the opportunity... ...risk and ensure regulatory, operational and client compliance (e.g.,... ...presence, multidisciplinary approach and investment in technology, Fragomen is uniquely...OperationsWork at officeLocal areaImmediate startRemote workFragomen Worldwide
New York, NY2 days ago- Title: Business Operations Analyst (Automation & AI Focus) Location: Remote C2C not available | No third-party suppliers About Workerbee Workerbee is the AI-powered platform for trusted, modern hiring. We connect companies with the right mix of enterprise-proven experts...OperationsPermanent employmentFull timeContract workPart timeRemote work
- ...A leading Bank is seeking a hands-on Senior Business Analyst to drive data-driven insights, process optimization, and digital workflow... ...This role is responsible for analyzing customer, product, and operational data; designing scalable business processes; and partnering...OperationsFull time
Analytic Recruiting Inc.
New York, NY4 hours ago $105k - $117k
...Summary of Responsibilities : The Global Trade Business Execution Team – Associate (“BE Associate”) will be an integral part of the... ...departments for transaction related questions (i.e Compliance, Audit, operations, etc). Monitor all ongoing deals and reconcile with the...OperationsWork at officeBBVA
New York, NYa month ago- ...analytics, seamless integration and lasting operational excellence. They are recognized as one... ...Capital industry. The role As Business Analyst, you will report to a Senior... ...certification or equivalent training Investment Management Certificate (IMC) Levels 1...OperationsFull time
twentyAI
New York, NY2 days ago $70k - $80k
...Centre is seeking a highly motivated and analytical Full-Time Business Analyst to join its Data & Analytics team. This hybrid position is... ...to enhance decision-making across administrative, financial, operational, and ministry functions. The Business Analyst will work on...OperationsFull timeWork at officeRemote work3 days per weekDiocese of Rockville Centre
New York, NY11 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations and Business Analyst. Be the first to apply!
Related searches
- investment banking summer analyst New York, NY
- investment banking analyst New York, NY
- investment officer New York, NY
- investment analyst New York, NY
- investment analyst part time New York, NY
- chief investment officer New York, NY
- entry level investment analyst New York, NY
- senior investment analyst New York, NY
- entry level portfolio analyst New York, NY
- investment specialist New York, NY