Technical Analyst, Operations

Technical Analyst, Operations Overview

NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $295 billion in fixed income and equity securities and over $167 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply.

Responsibilities

The Technical Analyst is a key member of the Operations team, well-versed in the procedures, processes, and applications used across multiple operational functions. This role investigates, recommends solutions for, and resolves the most complex problems or issues impacting the team. The Technical Analyst routinely interacts with all levels of management, participates in or leads operational projects, including system evaluations, selections, and/or implementations, and serves as a knowledgeable resource across the department.

Calculate derivative payments, valuations, and client entitlements across fixed income and equity products
• Support day-to-day trade operations, including order management, trade execution, and settlement
• Perform portfolio accounting and reconciliation functions to ensure accuracy and completeness
• Analyze and format large data sets using advanced Excel techniques
• Research and provide guidance for prompt resolution of complex problems
• Periodically perform internal audits of specific functions or teams to ensure compliance with department procedures
• Assist the Operations team as needed when volume spikes
• Identify and implement process improvements, both systematic and procedural
• Participate in or lead operational projects as assigned
• Collaborate cross-functionally with portfolio management, trading, and technology teams to resolve operational issues
• Prepare client reports, business correspondence, and internal documentation
• Mentor and support junior team members

Qualifications

• Bachelor's degree in Accounting, Finance, or a related analytical discipline required
• 2+ years of experience in investment operations, asset management operations, or a related field
• Strong understanding of derivative payments, valuations, and fixed income and equity products, including the ability to calculate client entitlements and claims
• Advanced proficiency in Microsoft Excel, including the ability to analyze and format large data sets
• Proficient in Microsoft Office (Outlook, Excel, Word)
• Familiarity with investment management systems, including order management, trade execution, portfolio accounting, and reconciliation tools
• Experience with portfolio accounting platforms or operational technology systems preferred
• Communication: excellent verbal, written, and interpersonal communication skills, including the ability to present information to managers, clients, and stakeholders
• Organization: detail-oriented, organized, and able to work with a high degree of reliability and accuracy
• Trust and Confidentiality: superior ability to maintain confidentiality and handle sensitive data
• Leadership: ability to mentor and develop team members
• Alignment to Values: demonstration of the firm's values of Integrity, Teamwork, Accountability, and Intellectual Curiosity

NISA's culture encourages collaboration and innovation. We seek self-motivated, intellectually curious individuals willing to push themselves and others in an environment that celebrates fresh thinking. We equip employees with the resources needed to excel and we encourage personal development. NISA is dedicated to internally cultivating and rewarding talent.

NISA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Required

Preferred

Job Industries

• Other