Investment Operations Analyst

Innova Solutions Inc; St. Louis (MO); Hybrid; USD 45,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k)

HSA

FSA

Life Insurance

Disability insurance

Employee Assistance Program

Job summary

Innova Solutions seeks an experienced Investment Operations Analyst for its client in St. Louis, MO. This role combines operations, testing, and project support, with 3 days on-site and 2 days remote after training.

The position is full-time/contract for 6+ months, with 7:30 AM-4:00 PM or 8:00 AM-5:00 PM shifts. Primary duties include processing advisory accounts, maintaining system records, data validation, and supporting InvestCloud initiatives.

Qualifications

• Ability to quickly learn new processes, systems, and workflows and adapt to changing project requirements.
• QA or testing experience, including reviewing test results, documenting issues, collecting screenshots, and escalating defects, is highly preferred.
• Experience with advisory account processing, account maintenance, brokerage operations, or financial services operations is a plus.
• Experience with data analysis and reporting tools such as Excel, Alteryx, Power BI, or similar technologies is preferred.
• Experience supporting system implementations, process improvement initiatives, UAT/testing, or business projects is a plus.

Responsibilities

• Review and process advisory account setup and maintenance requests with a high degree of accuracy.
• Ensure account information is accurately established and maintained within the system of record.
• Validate account coding, data entry, and account information to ensure operational accuracy.
• Move through different operational areas over the duration of the project based on business and project requirements.
• Support ongoing Activity and InvestCloud initiatives, including project implementation and process transition activities.
• Review and analyze business requirements and assist with translating requirements into operational processes.
• Identify process improvement opportunities and recommend solutions to improve efficiency and reduce manual effort.
• Identify potential operational risks, control gaps, and process vulnerabilities and escalated them appropriately.
• Collaborate with Account Opening & Maintenance, Advisory teams, business partners, and technology teams.
• Balance day-to-day operational responsibilities with testing, project, and implementation deliverables.

Skills

QA/testing

Advisory accounts

Data analysis

Excel

Alteryx

Power BI

Tools

Excel

Alteryx

Power BI

Job description

Innova Solutions has a client that is actively seeking to hire an experienced Investment Operations Analyst professional for an immediate opening.

Job Title: Investment Operations Analyst

Location: St. Louis, Missouri

100% Onsite during training / Hybrid after training - 3 days onsite, 2 days remote

Duration: 6+ months

Employment Type: Fulltime/Contract

Shift: Monday-Friday, 7:30 AM-4:00 PM or 8:00 AM-5:00 PM

As an Investment Operations Analyst, you will:

• Review and process advisory account setup and maintenance requests with a high degree of accuracy.
• Ensure account information is accurately established and maintained within the system of record.
• Validate account coding, data entry, and account information to ensure operational accuracy.
• Move through different operational areas over the duration of the project based on business and project requirements.
• Support ongoing Activity and InvestCloud initiatives, including project implementation and process transition activities.
• Review and analyze business requirements and assist with translating requirements into operational processes.
• Identify process improvement opportunities and recommend solutions to improve efficiency and reduce manual effort.
• Identify potential operational risks, control gaps, and process vulnerabilities and escalated them appropriately.
• Collaborate with Account Opening & Maintenance, Advisory teams, business partners, and technology teams.
• Balance day-to-day operational responsibilities with testing, project, and implementation deliverables.

The ideal candidate will have:

• Ability to quickly learn new processes, systems, and workflows and adapt to changing project requirements.
• QA or testing experience, including reviewing test results, documenting issues, collecting screenshots, and escalating defects, is highly preferred.
• Experience with advisory account processing, account maintenance, brokerage operations, or financial services operations is a plus.
• Experience with data analysis and reporting tools such as Excel, Alteryx, Power BI, or similar technologies is preferred.
• Experience supporting system implementations, process improvement initiatives, UAT/testing, or business projects is a plus.

This position is only open to applicants who can be engaged on a W-2 basis.

Pay Range and Benefits:

Pay Range*: $33hr - $38hr

*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits:

• Medical & pharmacy coverage
• Dental/vision insurance
• 401(k)
• Health saving account (HSA)
• Flexible spending account (FSA)
• Life Insurance
• Pet Insurance
• Short term Disability
• Long term Disability
• Accident & Critical illness coverage
• Pre-paid legal & ID theft protection
• Sick time
• Other types of paid leaves (as required by law)
• Employee Assistance Program (EAP)

About Innova Solutions:

Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions:

• Named One of America's Best Employers for New Grads by Forbes (2024
• Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025)
• One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024)
• One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
• Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
• One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
• AWS Advanced Tier Services Partner with 100+ certifications

Website: https://www.innovasolutions.com/

Innova Solutions offers a referral bonus for qualified Ambassadors who refer eligible referrals. Submit referrals at https://innovasolutions.workllama.com/atsuser/anonreferafriend and earn $250-$1,000 per referral.

Equal Opportunity Employer Statement

Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates.

If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [emailprotected] or [phone]. Please indicate the specifics of the assistance needed.

Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities.

Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.

The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.