Portfolio Operations Analyst

Portfolio Operations Analyst We are currently seeking candidates for a Portfolio Operations Analyst to join a leading financial services organization in Braintree, MA. This Portfolio Operations Analyst will support institutional investment operations with a focus on trade processing, client inquiries, fund pricing, and resolving transaction-related issues. This is a strong opportunity for an early-career candidate looking to build hands‑on experience within investment operations, with potential for long‑term conversion. This is a 6+ month contract paying $28–$35/hour, depending on experience, with potential for extension or conversion to permanent employment. The Portfolio Operations Analyst will work primarily from 11:00 AM–7:30 PM and follow a hybrid schedule requiring 4 days onsite per week. Candidates must be located in the Greater Boston area and willing to work four days per week onsite in Braintree, MA. Responsibilities Process, review, and confirm investment trades while ensuring transactions are completed accurately and on schedule. Support end‑of‑day fund pricing and help ensure pricing information is released within required deadlines. Research trade discrepancies, processing errors, and operational exceptions through resolution. Respond to a high volume of client and internal inquiries through Outlook and other communication channels. Assist with NAV, settlement, market value, and other day‑to‑day fund and investment operations activities. Maintain accurate transaction information across Salesforce and proprietary investment systems. Follow established trade guidelines, controls, and compliance procedures when processing activity. The Investment Operations Analyst will coordinate with internal teams supporting trade processing, client servicing, compliance, and implementation. Qualifications 1–3 years of investment operations, financial services, fund operations, or related experience preferred; strong recent graduates with relevant internship experience will also be considered. Basic understanding of trade processing and investment concepts such as NAV, settlement dates, market value, fund pricing, or transfer services. Strong critical‑thinking skills with the ability to identify discrepancies and work through operational issues. Exceptional attention to detail and organization, particularly when handling financial transactions. Strong written and verbal communication skills. Proficiency with Microsoft Excel and Outlook; experience with Salesforce or similar systems is a plus. Comfortable learning proprietary technology and using modern tools, including AI‑based productivity tools. The ideal Portfolio Operations Analyst will be dependable, organized, and comfortable working in a deadline‑driven investment environment. Candidates interested in this Portfolio Operations Analyst opportunity should be comfortable supporting later‑day pricing and trade activity while working closely with a collaborative investment operations team. #J-18808-Ljbffr Daley And Associates, LLC