Hybrid Investment Operations Analyst: Reconciliations & Trade Support

IntePros; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Job summary

IntePros in Pittsburgh, PA (Hybrid) seeks an analytical Investment Operations Analyst to support middle-office activities, ensuring accuracy of investment activity and resolving operational exceptions. You will help process transactions and collaborate with internal teams in a fast-paced environment.

The role emphasizes reconciliations, cash management, and trade support, with opportunities to contribute to process improvements and automation while maintaining high accuracy and attention to

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Experience in investment operations, middle-office, fund or securities operations.
• Hands-on reconciliations of cash, position or trade data and resolving discrepancies.

Responsibilities

• Perform cash, position, and transaction reconciliations to identify discrepancies and ensure timely resolution.
• Investigate operational exceptions, trade breaks, and issues to determine root causes and implement solutions.
• Support daily middle-office activities including cash management, trade support, and client-specific processes.
• Review transactions and documentation for accuracy against policies and SLAs.
• Maintain records and prepare reports on reconciliations, exceptions, and quality control.
• Collaborate with operations, accounting, and client service to resolve issues and improve efficiency.
• Assist in transitioning legacy processes to standardized platforms and workflows.
• Identify opportunities to streamline processes and contribute to automation initiatives.

Skills

Analytical skills

Problem solving

Reconciliations

Investment operations

Communication

Organizational skills

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent

Job description

IntePros in Pittsburgh, PA (Hybrid) seeks an analytical Investment Operations Analyst to support middle-office activities, ensuring accuracy of investment activity and resolving operational exceptions. You will help process transactions and collaborate with internal teams in a fast-paced environment.

The role emphasizes reconciliations, cash management, and trade support, with opportunities to contribute to process improvements and automation while maintaining high accuracy and attention to