Investment Operations & Systems Analyst

$50 - $55 per hour

Daley And Associates, LLC

We are currently seeking candidates for an Investment Operations & Systems Analyst position with a highly successful investment management firm based in Boston, MA. The Investment Operations & Systems Analyst will support portfolio accounting systems, troubleshoot operational issues, and assist investment teams with trade processing and security data management. The ideal candidate will have 3+ years of investment operations or portfolio accounting experience, along with Bloomberg, SQL, and fixed income knowledge.
This is a 4-month contract-to-hire opportunity paying $50–$55/hour, with conversion to a permanent position targeted for March 2027. Upon conversion, the position offers a $100K base salary plus a bonus. This role is 100% remote .
Responsibilities

Support portfolio accounting systems and resolve daily operational issues.
Investigate trade exceptions, settlement discrepancies, and data integrity issues.
Maintain security master data and research fixed income securities using Bloomberg.
Assist with daily trade processing and reconciliation across investment platforms.
Utilize SQL to retrieve, analyze, and update investment data.
Partner with trading, portfolio accounting, operations, and technology teams to resolve system issues.
Support corporate actions, investment reporting, and related operational workflows.
Identify recurring issues and recommend process improvements.

Qualifications
3+ years of experience in investment operations, portfolio accounting, trade support, or related financial services functions.
Experience within investment management, asset management, fund administration, or custody operations.
Strong understanding of fixed income securities and investment accounting concepts.
Hands-on Bloomberg experience, including security research and data maintenance.
Basic to intermediate SQL proficiency, including queries, joins, inserts, updates, and deletes.
Experience troubleshooting investment applications and resolving operational discrepancies.
Familiarity with security master data, trade settlements, or corporate actions.

Strong analytical, problem-solving, and communication skills.

For immediate consideration, interested and qualified candidates should send their resume to Jackson at

Apply

Vacancy posted 2 days ago

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