Investment Operations Analyst

Role Overview The Associate Investment Operations Analyst supports daily investment processes, including trade lifecycle management, client reporting, and data accuracy. Role Overview The Associate Investment Operations Analyst supports daily investment processes, including trade lifecycle management, client reporting, and data accuracy. Key Responsibilities Execute routine middle office functions such as trade verification, corporate actions, collateral, and cash management across various asset classes. Reconcile trades, positions, and cash flows, escalating discrepancies when necessary. Maintain accurate data in internal systems and support process improvements, automation, and onboarding activities. Generate reports, support audits, and ensure compliance with policies and guidelines. Communicate with internal teams and external partners to resolve operational issues. Qualifications & Skills Bachelor's degree in Finance, Accounting, Economics, or related field. Basic knowledge of investment operations and instruments like equities, fixed income, and derivatives. Strong organization, analytical, problem-solving, and communication skills. Proficiency in Microsoft Office, especially Excel, with a curious mindset for learning. Ability to work collaboratively, manage multiple priorities, and follow structured processes. #J-18808-Ljbffr RoShay Services