Investment Analyst

BCforward; New Jersey; On-site; USD 90,000 - 120,000; Part time

Job summary

BCforward is seeking an Investment Analyst in Jersey City, NJ or Brooklyn, NY for a 12-month contract with potential extension or conversion to FTE. The role focuses on IB Operations with derivatives, fund and investor processing, and timely reporting in a control-focused environment.

The ideal candidate has 6+ years in IB Operations, derivatives knowledge, and strong analytical skills with attention to audit readiness, KYC/AML, and investor lifecycle documentation.

Qualifications

• 5+ years in IB operations or asset management.
• Experience with derivatives and investor processing.
• Knowledge of KYC/AML requirements.

Responsibilities

• Process accurate and timely fund and investor level activity, including NAV entry, series consolidation, capital activity, and contact/wire updates.
• Serve as the primary contact for a portfolio of clients and resolve inquiries across phone and email promptly and accurately.
• Perform completeness reviews in a quality assurance capacity for investor and fund activity to ensure work is audit ready.
• Produce and review client and investor reporting, including monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reports.
• Execute ad-hoc reporting such as board reports, system extracts, K-1 distributions, and audit requests.
• Manage final signoff for investor transactions and resolve outstanding documentation, including KYC/AML requirements.
• Follow established processes and procedures and recommend improvements to enhance accuracy, reduce redundancy, and mitigate risk.

Skills

IB Operations

Derivatives

KYC/AML

Fund accounting workflows

Client reporting

Investor lifecycle documentation

Analytical skills

Job description

We are currently looking for an Investment Analyst located at Jersey City, NJ 07310, or Brooklyn, NY 11245. to work with one of our clients. I would love to tell you a little more about this position and learn a few things about you, as well

Job Title: Investment Analyst

Location: Jersey City, NJ 07310, or Brooklyn, NY 11245

Duration: 12 months Contract with possible extension or conversion to FTE Job Description

We are seeking a Investment Analyst Advanced to join our dynamic team. The ideal candidate will have strong experience in IB Operations with derivatives and a proven ability to manage client portfolios, execute accurate fund and investor processing, and deliver timely reporting in a control-focused environment.

Responsibilities:

Process accurate and timely fund and investor level activity, including NAV entry, series consolidation, capital activity, and contact/wire updates.

Serve as the primary contact for a portfolio of clients and resolve inquiries across phone and email promptly and accurately.

Perform completeness reviews in a quality assurance capacity for investor and fund activity to ensure work is audit ready.

Produce and review client and investor reporting, including monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reports.

Execute ad-hoc reporting such as board reports, system extracts, K-1 distributions, and audit requests.

Manage final signoff for investor transactions and resolve outstanding documentation, including KYC/AML requirements.

Follow established processes and procedures and recommend improvements to enhance accuracy, reduce redundancy, and mitigate risk.

Required Skills & Qualifications:

6+ years of experience in IB Operations, including 2+ years of derivatives knowledge.

Knowledge of credit default swaps and credit spread products.

Strong analytical and problem-solving skills with attention to controls and audit readiness. Proficiency with fund accounting workflows, client reporting, and investor lifecycle documentation including KYC/AML.

Preferred Skills:

Experience with hedge fund operations and investor services platforms.

Background in process improvement within large financial institutions.