Investment Operations Analyst
VALS
Role: Senior Investment Operations Analyst in the Fixed Income Investment Operations team. Responsibilities: Manage post-trade activities such as trade validation, allocations, confirmations, and settlement for public fixed income securities. Review trade confirmations, coordinate with custodians to ensure timely settlement, investigate trade breaks and discrepancies, and support corporate action processes with internal stakeholders. Qualifications & Skills: Over 5 years of investment operations experience, particularly with public fixed income assets. Proficiency in Bloomberg AIM, Excel, CTM, ALERT, TRADESUITE, and portfolio accounting systems like ePAM. Strong understanding of trade lifecycle processes, high-volume workflow management, and effective communication skills. Preferred Attributes: Experience in insurance asset management or institutional fixed income, familiarity with reconciliation and workflow tools such as Power BI or Business Objects, knowledge of corporate actions, fixed income instruments, and ability to identify process improvements. Key Duties: Support operational accuracy, enhance controls, and drive process efficiencies within a collaborative team environment supporting high-volume trading activities. #J-18808-Ljbffr
$45.05 - $55.06 per hour
...and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst...SuggestedFlexible hours- ...First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trustedexpertise. Here,...Suggested
$100k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...nationally and seeking experiencedInvestment Banking Analysts across our offices for both M&A and Restructuring advisory. Analysts...SuggestedFull timeInternshipWork at officeLocal areaRemote work- ...restructuring events. By activating internal and external stakeholders across the investment ecosystem, the role helps ensure investment objectives are achieved through disciplined execution, operational excellence, and effective risk management.The specialist serves as a...SuggestedFull time
$205k - $340k
...documents. Private equity experience is a plus.• Experience with partnership agreements, joint ventures, and limited liability company operating agreements.• Meaningful responsibility for managing and closing M&A and related transactions.• Conducting legal due diligence.•...SuggestedFull timeTemporary workLocal areaRemote work$168k - $240k
...PrincipalWhat You’ll Do:* Delivery areas include:* Executing operational due diligence* Creating integration strategies, plans and governance... ...in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays...Temporary workWork at officeLocal areaImmediate start- ...the Greater Charlotte area. What You’ll Do:The Land Acquisition Analyst assists with identifying new land acquisition opportunities... ...developing proformas, valuations, and underwriting for potential land investments.• Track critical date timelines for due diligence, takedowns,...Work experience placementRemote work
- ...cross-functional environment. Knowledge of financial and accounting concepts to evaluate financial models, client audits and operational risks. Knowledge in financial statement analysis and understanding of client cash flow cycle and risk management considerations...Work experience placementBank staffWork at officeLocal areaShift work
$110k - $125k
...Analyst Position at Baird High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you...Full timeWork experience placementCurrently hiringWork visaNight shift- ...Senior Investment Analyst Novant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e...
$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your...Full timeWork experience placementCurrently hiringWork visaNight shift- ...Private Wealth Investment Management Specialist Columbia, South Carolina;Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Work at officeWork from homeShift workDay shift
- ...Job Description This job is responsible for defining the Financial Advisor and Advisor team's overall investment management philosophy. Key responsibilities include ensuring client goals and risk profiles are aligned with the chosen asset allocation. Job expectations...Work from homeShift workDay shift
- ...Investment Management Specialist Charlotte, North Carolina To proceed with your application, you must be at least 18 years of... ...development activities. Key responsibilities include providing operational support and quality client service through offering a full range...Work at officeWork from homeShift workDay shift
- ...Partner with Trading and Middle Operations teams to coordinate complex and varied tasks Oversee daily trade settlement and corporate actions workflow across multiple asset classes Support Investor Coverage and Marketing groups Create, update, and review investor reporting...
- ...performing the duties of this job, the employee is:• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone• Required to have specific vision abilities which...Full timeContract workWork at officeRemote workFlexible hours
$100k - $150k
Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind...Full timeWork at officeLocal area- A leading financial institution is seeking a motivated undergraduate for the Investment Banking Summer Analyst position in Charlotte, NC. The program offers hands-on experience, focusing on financial analysis, transaction support, and business development. Ideal candidates...Summer workBank staffInternship
- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025...Permanent employmentFull timeSummer workInternship
$23 per hour
...researching abilities within a Global Fortune 500 financial services company? This role is within the investment space. The main focus of the Jr. Investment Operations Analyst is to provide investment and financial portfolio servicing support to enhance the client's...Hourly payPermanent employmentFull timeTemporary workWork experience placementShift work- ...renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software,... ...Manager, Capital Markets. Summary of Role The Portfolio Management Analyst on the Capital Markets team will own the reporting and data...Local areaShift work
- ...are looking for a Sr Financial Reporting Analyst to support fund and entity reporting... ...-end close, and analysis across complex investment structures. The ideal candidate brings strong... ...line with governing agreements.• Assess operating and portfolio results to identify...
$65k - $75k
...dedicated to delivering comprehensive financial planning and investment management services to individuals and families. The team is... ...collaborative culture, commitment to client service, and focus on operational excellence. Our client is seeking an Investment Operations...- ...THIS ROLE IS IMPORTANTThis position helps ensure developer deposits, project charges, invoices, and refunds are handled accuratelyThe analyst will complete study true-ups and final accounting reports as projects move forward or developers withdrawAccurate financial...
- ...Standard Time business hours (8:00 AM - 5:00 PM EST)The Commercial Analyst plays a critical role in driving Abacus’ growth, profitability... ...financial outcomes.This individual serves as a strategic and operational bridge between Finance, Solutions, Sales, Product, and...Contract workWork at officeShift work
- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored... ...Consulting at DescriptionProSidian Seeks a Financial Analyst - Standard | Comprehensive Operational Support [DEA0010027] Engagement...Full timeContract workH1bWork at office
$103.45k - $197.73k
...The OpportunityAs a dedicated Financial Analyst Senior, you are responsible for solving... ...solutions to key financial and operational opportunities. Contributes to achievement... ...large technology organizations and complex investment portfolios is highly preferred. Compensation...Full timeFor contractorsH1bWork at officeRemote workHome officeRelocation packageFlexible hours- Responsibilities:Drive strategic planning, annual operating plan, & financial forecasting with functional partners and businessesDeliver... ...Accounting; Finance; or Economics. Previous experience in a Financial Analyst or SFA role (Preferred).Self-starter; ability to effectively...
- ...health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: Summary:The Financial Benefits Analyst supports all aspects of financial analysis related to clients’ group benefit programs. The Financial Benefits Analyst works closely...Full timeTemporary workWork at officeLocal area
$120k
...plus bonus.Job Overview - Senior Financial Analyst - 34357 This is an 3 day in / 2 day out... ...In this role, you'll work closely with operations, executive leadership, and cross-... ...Influence Strategic DecisionsEvaluate capital investment opportunities through ROI analysis and business...Local areaRelocationRelocation package
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