Entry-Level Finance Operations Analyst - Investment Ops

Beacon Hill Staffing Group; Conshohocken (Montgomery County); On-site; USD 42,000 - 64,000; Full time

Job summary

Beacon Hill Staffing Group is seeking an entry‑level Financial Operations Analyst to support daily financial and investment operations, including transaction processing, reconciliations, and reporting. You will collaborate with investment, accounting, treasury, and operations teams to maintain accurate records and resolve issues.

The role emphasizes analytical skills, attention to detail, and the ability to work with financial data in a deadline‑driven environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• 0–2 years of experience in financial services, accounting, banking, or investment operations
• Strong Excel skills including formulas, sorting/filtering, pivot tables, and data analysis
• Strong analytical and problem‑solving skills
• High level of accuracy and attention to detail
• Ability to organize multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Ability to work collaboratively across finance, accounting, investment, and operations teams

Responsibilities

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and escape outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Skills

Excel

Analytical skills

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Bloomberg

Portfolio accounting platforms

Financial systems

Job description

Beacon Hill Staffing Group is seeking an entry‑level Financial Operations Analyst to support daily financial and investment operations, including transaction processing, reconciliations, and reporting. You will collaborate with investment, accounting, treasury, and operations teams to maintain accurate records and resolve issues.

The role emphasizes analytical skills, attention to detail, and the ability to work with financial data in a deadline‑driven environment.