Entry-Level Investment Operations Analyst

Beacon Hill Staffing Group, LLC; King of Prussia (PA); On-site; USD 42,000 - 55,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking an entry-level Operations Analyst in King of Prussia, PA to support investment operations and wealth management for high-net-worth accounts. It offers exposure to transaction processing and process improvement.

The role requires a bachelor’s degree in business/finance, strong analytical skills, and proficiency with Excel and Word. Work with advisors, manage deadlines, and learn securities operations in a fast-paced environment.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Strong communication and interpersonal skills.
• Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
• Strong organizational skills.
• Ability to work independently as well as collaboratively.
• Proficiency with Microsoft Excel and Word.
• Knowledge of mutual funds, securities, investments, or financial services is a plus.
• Strong interest in learning investment management and financial operations.

Responsibilities

• Review and verify investment transactions and account activity for accuracy and completeness.
• Process and review monetary and non-monetary requests.
• Research and resolve transaction discrepancies and processing issues.
• Identify errors and trends and recommend solutions to improve accuracy and efficiency.
• Communicate with financial advisors when additional information or clarification is required.
• Monitor work queues and ensure requests are completed within established deadlines.
• Gain experience with new account setup, distributions, receipts, trade processing, model changes, and other investment transactions.
• Maintain a high level of confidentiality when handling client and account information.
• Participate in projects focused on improving operational processes and systems.

Skills

Strong analytical and problem-solving

Attention to detail

Communication and interpersonal skills

Prioritization and multitasking

Organizational skills

Independent and collaborative work

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Microsoft Excel

Microsoft Word

Job description

Beacon Hill Staffing Group, LLC is seeking an entry-level Operations Analyst in King of Prussia, PA to support investment operations and wealth management for high-net-worth accounts. It offers exposure to transaction processing and process improvement.

The role requires a bachelor’s degree in business/finance, strong analytical skills, and proficiency with Excel and Word. Work with advisors, manage deadlines, and learn securities operations in a fast-paced environment.