Investment Operations Analyst — Data-Driven Process Innovator

Bldg Svc 32 B-J; New York (NY); On-site; USD 88,000 - 98,000; Full time

Job summary

The Building Services 32BJ Benefit Funds in New York, NY seeks an Investment Operations Analyst to support a diversified institutional portfolio, analyze operations, and ensure data quality. You will investigate operational exceptions, assess controls, and contribute to process improvement initiatives.

Final authority rests with senior management for policy interpretations and asset commitments. Ideal candidates have 1–4 years of relevant experience, strong Excel skills, and the ability to work

Qualifications

• Bachelor's degree required in finance, economics, accounting or related field.
• 1–4 years of relevant financial services experience preferred.
• Strong Excel and MS Office skills with analytical ability.

Responsibilities

• Analyze day-to-day investment operations to identify issues and risks.
• Review workflows, controls, and data quality for portfolio administration.
• Evaluate system implementations and process improvements.
• Document and track investment activity, reporting, and compliance.
• Coordinate with managers, custodians, and service providers on issues.
• Assist in data integrity efforts across multiple platforms.
• Support governance, performance measurement, and ad hoc analyses.
• Maintain accurate records and demonstrate professional discretion.

Skills

Excel proficiency

PowerPoint proficiency

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

MS Dynamics 365 CRM

Power BI

SQL

Canoe Intelligence

Job description

The Building Services 32BJ Benefit Funds in New York, NY seeks an Investment Operations Analyst to support a diversified institutional portfolio, analyze operations, and ensure data quality. You will investigate operational exceptions, assess controls, and contribute to process improvement initiatives.

Final authority rests with senior management for policy interpretations and asset commitments. Ideal candidates have 1–4 years of relevant experience, strong Excel skills, and the ability to work