Entry Level Investment Trade Operations Analyst

Daley And Associates, LLC.; Boston (MA); On-site; USD 28,000 - 33,000; Full time

Job summary

Daley And Associates, LLC. seeks an Entry-Level Investment Trade Operations Analyst in Boston, MA to support daily transaction processing and operations activities. The role includes comprehensive on‑the‑job training and a hybrid schedule, three days onsite and two days remote.

This 6+ month contract offers hands‑on experience in investment operations, with a focus on accuracy, reconciliation, and cross‑functional communication within a collaborative team environment.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or Accounting preferred.
• 0–2 years of professional experience (internships included).
• Strong MS Excel and communication skills.

Responsibilities

• Support daily investment and securities transactions processing.
• Review and reconcile transaction activity for accuracy and timeliness.
• Process corporate actions, payments, and client updates.
• Monitor account activity and investigate discrepancies.
• Communicate with internal and external partners on status.
• Maintain operational records and reporting.
• Ensure procedures and deadlines are met.
• Support process improvement initiatives as needed.

Skills

Excel

Communication

Analytical thinking

Attention to detail

Time management

Team player

Education

Finance degree

Business degree

Economics degree

Accounting degree

Tools

Microsoft Excel

Job description

Entry-Level Investment Trade Operations Analyst

We are currently seeking candidates for an Investment Trade Operations Analyst opportunity with a leading Financial Services firm located in Boston, MA. This is an excellent entry-level opportunity to gain hands‑on experience supporting daily investment operations and transaction processing within a collaborative operations team. Comprehensive on‑the‑job training will be provided, making this an ideal role for candidates looking to begin a career in financial services.

This is a 6+ month contract opportunity, paying $20-$24/hour within a 40-hour work week. The position follows a hybrid schedule (3 days onsite / 2 days remote).

Candidates must be local to the Greater Boston area and available to work onsite in Boston, MA, three days per week.

Responsibilities:

• Support daily operational processing for investment and securities-related transactions
• Review, process, and reconcile transaction activity to ensure accuracy and timely completion
• Process corporate action events, payments, and client account updates
• Monitor account activity and investigate discrepancies or exceptions
• Communicate with internal teams and external partners regarding transaction status and outstanding items
• Maintain accurate operational records and complete reporting as required
• Ensure all activities are completed in accordance with established procedures and deadlines
• Assist with additional operational projects and process improvement initiatives as needed

Qualifications:

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred
• 0–2 years of professional experience (internships included)
• Strong proficiency in Microsoft Excel
• Excellent written and verbal communication skills
• Strong analytical, organizational, and problem‑solving abilities
• Close attention to detail and ability to manage multiple priorities
• Interest in financial services, investment operations, or capital markets
• Ability to work independently and collaboratively in a team environment