Hybrid Entry-Level Investment Trade Operations Analyst

Daley And Associates, LLC.; Boston (MA); Hybrid; 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

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.