Investment Operations Analyst

Job Description

Job Description

Boston Trust Walden N.A. Overview

Boston Trust Walden National Association is an independent, employee-owned organization that provides investment management services to institutional investors and private wealth clients. The organization manages approximately $16 billion in client assets.

Boston Trust Walden distinguishes itself in several key ways, including:

• stable, diversified business model serving a variety of client types;
• compelling investment philosophy and excellent track record;
• longstanding leadership in ESG impact investing; and
• corporate culture grounded in shared values, as signified by the organization’s tagline, Principled Investing

Located in the heart of downtown Boston at One Beacon Street, Boston Trust Walden employs approximately 100 individuals. Our structure as an independent, employee-owned organization enables us to make business decisions that align with clients and employees for long-term success. The organization’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden’s strategic priorities is to foster a positive workplace, including a commitment to representation, inclusion, belonging, and excellence. The organization believes this commitment is not only the right thing to do but also a matter of good governance and a critical component of long-term business success. When positive workplace values are infused into the workplace environment, the organization and its employees benefit. We strive for excellence, integrity, and accountability and embrace diverse perspectives, backgrounds, and skillsets.

Boston Trust Walden National Association is an Equal Opportunity Employer. We are committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The organization will make reasonable accommodations in the application process if requested by a job applicant.

Position: Investment Operations Analyst

The Investment Operations Analyst is a key contributor to the organization’s investment and custodial operations, supporting functions such as reconciliation, investment performance measurement, billing, reporting, pre- and post-trade compliance, and trade settlement. This role plays an integral part in ensuring the accuracy, integrity, and timeliness of operational processes.

In this position, the analyst partners closely with both internal teams and external vendors to maintain high-quality data, respond to inquiries, and resolve operational issues. The role also focuses on identifying opportunities for process improvements, enhancing efficiency, and strengthening overall operational effectiveness.

Key Responsibilities

Ensure all daily and periodic operational responsibilities are completed accurately, consistently, and within established deadlines, maintaining a high standard of accountability. Maintain a strong understanding of departmental workflows and operational procedures.

Oversee outsourced operational functions, including daily reconciliation, corporate action processing, and market data management. Monitor vendor performance to ensure all activities are completed accurately and on time, proactively identifying and resolving any discrepancies or gaps.

Support the full trade lifecycle from execution through settlement by partnering with internal teams, brokers, and custodians. Investigate and resolve trade allocation and settlement issues to ensure smooth, timely, and accurate transaction processing.

Support billing operations by managing the setup of new billing schedules and overseeing the generation and processing of periodic invoices.

Manage the preparation and distribution of quarterly and periodic client reports, ensuring all deliverables are accurate, consistent, and delivered on schedule. Assist in reviewing and validating investment performance data included in client reporting.

Qualifications :

Education: Bachelor’s degree or equivalent experience required.

Experience: Five to seven years of investment operations experience or similar financial services industry experience.

Attributes: Candidates must have a team-first attitude, be able to perform a variety of functions, be intellectually curious, and show an interest and ability to learn new systems and processes. The individual should operate with the highest professional and ethical standards. 

Preferred skills and experience in the following:

• Strong analytical thinking and decision-making capabilities, with the ability to assess complex information and drive effective outcomes. Skilled in interpreting and clearly articulating complex questions, issues, and solutions in a concise and understandable manner.
• Experience working with investment management systems, with familiarity in platforms such as SS&C Advent, Ridgeline, or similar platforms, is considered a plus.
• Knowledge of operating within a regulated bank and trust company environment, with an understanding of associated controls and compliance requirements.
• Familiarity with the full trade lifecycle, including hands-on experience in trade settlement and related processes.
• Demonstrated ability to lead and execute small projects or initiatives, ensuring timely completion and high-quality results.
• Proficiency in the Microsoft Office Suite, including Excel, Word, and Outlook, with the ability to effectively leverage these tools in day-to-day operations.

Hiring Range:

$75,000 to $100,000 USD annually.

This range accounts for the wide range of factors that inform compensation decisions, including, but not limited to, skill sets, roles, experience, certifications, and education.

Base salary is only one component of Boston Trust Walden’s compensation; our discretionary bonus and profit-sharing plan add to our total compensation package. Boston Trust Walden is proud to offer a competitive benefits package including 90% Employer-Funded Medical, 50% funded Dental, and Vision benefits, Paid Holidays, Sick Time, Volunteer Time, and Parental Leave. We also offer additional benefits, including Tuition Reimbursement, a Commuter Subsidy, an Employer-Contributed HSA, an Employee Assistance Program, and Life and Disability Insurance.

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. New hires are expected to be on-site 4 days per week for the first 3 months and then 3 days per week thereafter.