Investment Floor Operations Analyst

Victory Capital Management; Boston (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Family Medical Leave

Education Tuition Reimbursement

401k with generous match

Job summary

Pioneer Investments, a key franchise of Victory Capital Management, seeks an Investment Floor Operations Analyst to support day-to-day operations alongside portfolio managers and traders.

This is an early-career role offering broad exposure to investment operations, vendor management, and reporting, with opportunities to collaborate with senior leadership in a global asset manager.

Qualifications

• Undergraduate degree in Business, Finance, or related analytical field.
• 1 to 3 years of relevant work experience in the mutual fund or securities industry; operational experience strongly preferred.
• Strong organizational skills with the ability to manage multiple workstreams simultaneously.
• Effective oral and written communication skills.
• Excellent time management capabilities and the discipline to meet deadlines.
• Demonstrated ability to multi-task in a dynamic, deadline-driven environment.
• Proficiency in Microsoft Excel, Word, and familiarity with database applications and Windows OS.
• Exposure to Bloomberg or similar industry platforms is a plus.

Responsibilities

• Serve as a direct support resource to the Director, Investment Floor Operations across daily operational tasks and ad hoc projects
• Assist in managing operational aspects of the Investment Floor, ensuring smooth day-to-day functioning
• Help coordinate and track the semi-annual Broker Vote process and related interaction tracking
• Assist in maintaining relationships with key vendors and research providers (e.g., Bloomberg, MSCI, ICE)
• Help facilitate onboarding of new resources and manage access provisioning for Investment staff in coordination with the centralized vendor management team
• Support local and global reporting needs
• Assist with monthly headcount and AUM tracking reporting
• Document existing operational processes and assist in developing new ones as the department evolves
• Help manage and track permissions and access rights for US Investment Department members
• Maintain organized records, files, and open issue logs according to established procedures
• Act as a responsive point of contact for internal requests for information related to Pioneer Investments operational matters
• Liaise, as needed, with internal stakeholders across Pioneer Investments and Victory Capital on integration-related initiatives
• Interact professionally and effectively with individuals at all levels, including senior executives and portfolio managers

Skills

Organizational skills

Communication

Time management

Multi-tasking

Education

Bachelor's degree in Business, Finance, or related analytical field

Tools

Bloomberg

MSCI

ICE

Microsoft Excel

Microsoft Word

Databases

Job description

Pioneer Investments is a diversified asset management firm and a key franchise of Victory Capital Management (VCTR). Founded in 1928, Pioneer currently manages over $125 billion in assets across a wide range of strategies. We are seeking an Investment Floor Operations Analyst to join our Investment Floor Operations team.

About Victory Capital:

Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 12 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.

Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook , Twitter , and LinkedIn .

General Summary and Purpose:

The Investment Floor Operations Analyst serves as a key operational partner within the Investment Administration team, working alongside Investment Floor Operations team to support the day-to-day functioning of Pioneer Investments. This is an excellent opportunity for an early-career professional with mutual fund or securities industry experience to develop a broad, cross-functional understanding of investment operations while working in close proximity to portfolio managers, traders, and senior leadership.

The ideal candidate is a self-starter with sharp organizational instincts, a service-oriented mindset, and the composure to juggle multiple priorities in a fast-paced environment — someone who is easy to work with, eager to learn, and comfortable taking direction while also showing initiative.

You will report to: Director, Investment Floor Operations – Pioneer Investments

You Will:

Operational Support:

• Serve as a direct support resource to the Director, Investment Floor Operations across daily operational tasks and ad hoc projects
• Assist in managing operational aspects of the Investment Floor, ensuring smooth day-to-day functioning
• Help coordinate and track the semi-annual Broker Vote process and related interaction tracking
• Assist in maintaining relationships with key vendors and research providers (e.g., Bloomberg, MSCI, ICE)
• Help facilitate onboarding of new resources and manage access provisioning for Investment staff in coordination with the centralized vendor management team

Reporting:

• Support local and global reporting needs
• Assist with monthly headcount and AUM tracking reporting

Process & Documentation:

• Support the documentation of existing operational processes and assist in developing new ones as the department evolves
• Help manage and track permissions and access rights for US Investment Department members
• Maintain organized records, files, and open issue logs according to established procedures

Cross-Functional Collaboration:

• Act as a responsive point of contact for internal requests for information related to Pioneer Investments operational matters
• Liaise, as needed, with internal stakeholders across Pioneer Investments and Victory Capital on integration-related initiatives
• Interact professionally and effectively with individuals at all levels, including senior executives and portfolio managers

You Have:

• Undergraduate degree in Business, Finance, or a related analytical field
• 1 to 3 years of relevant work experience in the mutual fund or securities industry; operational experience strongly preferred
• Strong organizational skills with the ability to manage multiple workstreams simultaneously
• Effective oral and written communication skills
• Excellent time management capabilities and the discipline to meet deadlines
• Demonstrated ability to multi-task in a dynamic, deadline-driven environment
• Proficiency in Microsoft Excel, Word, and familiarity with database applications and the Windows operating system
• Exposure to Bloomberg or similar industry platforms is a plus

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $65k-$80k

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.