Financial Operations Analyst

LanceSoft, Inc.; Quincy (MA); Hybrid; USD 39,000 - 50,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

LanceSoft, Inc. in Quincy, MA is seeking a detail-oriented Financial Operations / Transfer Agency Operations Analyst to join a fast-paced, high-volume financial operations team in Quincy, MA.

This role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations. The ideal candidate will have strong communication, attention to detail, critical thinking,

Qualifications

• Prior professional experience in financial operations, banking, asset management, fund operations, or transfer agency operations preferred.
• Experience with trade processing or transaction processing.
• Strong written and verbal communication skills.
• Excellent attention to detail and ability to identify discrepancies or potential risks.
• Strong critical thinking and independent problem-solving abilities.
• Strong Microsoft Excel and Outlook skills.
• Ability to manage a high volume of emails, transactions, and requests simultaneously.
• Comfortable working across multiple systems and learning proprietary applications quickly.
• Strong ownership, accountability, and sound judgment.
• Ability to work effectively in a fast-paced, deadline-driven environment.

Responsibilities

• Process hundreds of manual and automated trades on a daily basis.
• Manage approximately 100–150 client inquiries per day through Outlook and Salesforce.
• Track, research, and resolve client requests while ensuring timely and accurate responses.
• Process transaction security forms and authorized signature updates.
• Conduct callback verification for wire instructions and bank details to help prevent fraud.
• Support custody and account-related changes and ensure required documentation is complete.
• Assist with end-of-day and nightly pricing activities, including pricing releases around 6:30–7:30 PM EST.
• Work across multiple internal and proprietary systems to process transactions and resolve operational issues.
• Identify operational issues, assess their potential business impact, and escalation when appropriate.
• Coordinate with internal teams, including Relationship Management, Client Implementation, Reporting, and other operational groups.
• Support trade processing, reporting, settlements, and other daily financial operations.
• Maintain a high level of accuracy and accountability when handling sensitive financial information and transactions.
• Look for opportunities to improve operational efficiency through technology, including Microsoft Copilot and other AI-enabled tools.

Skills

Financial operations

Transfer agency operations

Trade processing

Microsoft Excel

Outlook

Salesforce

Tools

Salesforce

Microsoft Excel

Outlook

Job description

Work Arrangement:

Hybrid – Target of 4 days onsite per week

Schedule:

11:00 AM – 7:30 PM EST

Duration:

Contract (6 months)

Job Overview

We are seeking a detail-oriented Financial Operations / Transfer Agency Operations Analyst to join a fast-paced, high-volume financial operations team in Quincy, MA. This role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations.

The ideal candidate will have strong communication, attention to detail, critical thinking, and problem-solving skills, along with the ability to manage multiple priorities across several systems in a time-sensitive financial environment.

Core Responsibilities

• Process hundreds of manual and automated trades on a daily basis.
• Manage approximately 100–150 client inquiries per day through Outlook and Salesforce.
• Track, research, and resolve client requests while ensuring timely and accurate responses.
• Process transaction security forms and authorized signature updates.
• Conduct callback verification for wire instructions and bank details to help prevent fraud.
• Support custody and account-related changes and ensure required documentation is complete.
• Assist with end-of-day and nightly pricing activities, including pricing releases around 6:30–7:30 PM EST.
• Work across multiple internal and proprietary systems to process transactions and resolve operational issues.
• Identify operational issues, assess their potential business impact, and escalation when appropriate.
• Coordinate with internal teams, including Relationship Management, Client Implementation, Reporting, and other operational groups.
• Support trade processing, reporting, settlements, and other daily financial operations.
• Maintain a high level of accuracy and accountability when handling sensitive financial information and transactions.
• Look for opportunities to improve operational efficiency through technology, including Microsoft Copilot and other AI-enabled tools.

Required Skills & Qualifications

• Prior professional experience in financial operations, banking, asset management, fund operations, or transfer agency operations preferred.
• Experience with trade processing or transaction processing.
• Strong written and verbal communication skills.
• Excellent attention to detail and ability to identify discrepancies or potential risks.
• Strong critical thinking and independent problem-solving abilities.
• Strong Microsoft Excel and Outlook skills.
• Ability to manage a high volume of emails, transactions, and requests simultaneously.
• Comfortable working across multiple systems and learning proprietary applications quickly.
• Strong ownership, accountability, and sound judgment.
• Ability to work effectively in a fast-paced, deadline-driven environment.

Preferred Financial Domain Knowledge

Experience or knowledge in the following areas is highly desirable:

• Transfer agency operations
• Trade processing and reporting
• Commingled funds and unitized structures
• NAV calculations and fund pricing
• Trade guidelines and settlement dates
• Custodian processes
• Cash settlements
• Wire instructions and transaction verification