Finance Operations Analyst - Entry Level (Asset Management)

Beacon Hill Staffing Group, LLC; King of Prussia (PA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

medical

dental

vision

federal leave programs

state leave programs

Job summary

Beacon Hill Staffing Group, LLC is seeking an entry-level Financial Operations Analyst in King of Prussia, PA. The role supports daily financial and investment operations, including transaction processing, reconciliations, and reporting.

Strong Excel skills and attention to detail are essential for accuracy and deadline-driven work. You will work with investment, accounting, treasury, and operations teams, handling data validation and operational controls while interfacing with custodians and

Qualifications

• Bachelor's degree in Business — Finance, Accounting, Economics or related field.
• 0-2 years of experience in financial services, accounting, banking, investment operations, or related internship preferred.
• Strong proficiency in Microsoft Excel, 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.
• Interest in investment management, capital markets, financial products, and financial operations.

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 escalated 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

Microsoft Excel

Analytical thinking

Communication skills

Education

Bachelor's degree in Business - Finance, Accounting, Economics, Business Administration

Tools

Bloomberg

Portfolio accounting platforms

Job description

Beacon Hill Staffing Group, LLC is seeking an entry-level Financial Operations Analyst in King of Prussia, PA. The role supports daily financial and investment operations, including transaction processing, reconciliations, and reporting.

Strong Excel skills and attention to detail are essential for accuracy and deadline-driven work. You will work with investment, accounting, treasury, and operations teams, handling data validation and operational controls while interfacing with custodians and