Investment Operations Analyst

Selby Jennings; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Selby Jennings in Boca Raton, FL is seeking an Operations Associate / Analyst to join its expanding team at the intersection of investment operations and technology. You will support trade execution, reconciliations, onboarding, reporting, and workflow automation, collaborating with custodians, clients, and internal teams to drive accuracy and efficiency.

The role emphasizes developing reporting tools, dashboards, and integrations across platforms, with opportunities to grow technical skills.

Qualifications

• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Excel and Microsoft Office applications.
• Ability to work independently and collaboratively within a fast-paced environment.
• Strong initiative, intellectual curiosity, and desire to learn new systems and technologies.
• Experience in investment operations, trading support, settlements, reconciliations, custodial platforms, or portfolio management systems is preferred.
• Experience with Python, SQL, automation, APIs, database management, software development, or systems integration is highly attractive.

Responsibilities

• Support daily investment operations, including trade execution, settlement monitoring, and reconciliations.
• Research and resolve trading and operational issues alongside custodians and internal teams.
• Assist with client onboarding, account maintenance, and portfolio administration.
• Prepare and review investment, client account, and compliance-related reports.
• Coordinate across investment, operations, and compliance teams to ensure efficient workflows.
• Identify opportunities to streamline processes and reduce manual work.
• Develop and maintain reporting tools, dashboards, and automated workflows.
• Support integrations between custodial platforms, portfolio management systems, CRM platforms, and internal databases.
• Assist with technology projects, system enhancements, testing, and troubleshooting.
• Document operational and technology workflows to support future growth and scalability.

Skills

Attention to detail

Multi-tasking

Independent worker

Collaborative

Curiosity

Initiative

Tools

Excel

Microsoft Office

Python

SQL

APIs

Database management

Automation

Systems integration

Job description

A growing investment management firm is seeking an Operations Associate / Analyst to join its expanding team in Boca Raton, FL. This is an opportunity to work at the intersection of investment operations and technology, supporting the day-to-day functions that drive trading, client service, account administration, reporting, and operational efficiency.

Responsibilities

• Support daily investment operations, including trade execution, settlement monitoring, and reconciliations.
• Research and resolve trading and operational issues alongside custodians and internal teams.
• Assist with client onboarding, account maintenance, and portfolio administration.
• Prepare and review investment, client account, and compliance-related reports.
• Coordinate across investment, operations, and compliance teams to ensure efficient workflows.
• Identify opportunities to streamline processes and reduce manual work.
• Develop and maintain reporting tools, dashboards, and automated workflows.
• Support integrations between custodial platforms, portfolio management systems, CRM platforms, and internal databases.
• Assist with technology projects, system enhancements, testing, and troubleshooting.
• Document operational and technology workflows to support future growth and scalability.

Qualifications

• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Excel and Microsoft Office applications.
• Ability to work independently and collaboratively within a fast-paced environment.
• Strong initiative, intellectual curiosity, and desire to learn new systems and technologies.
• Experience in investment operations, trading support, settlements, reconciliations, custodial platforms, or portfolio management systems is preferred.
• Experience with Python, SQL, automation, APIs, database management, software development, or systems integration is highly attractive.