Investment Operations Analyst - Data-Driven Process Optimizer

Building Service 32BJ Benefit Funds; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Building Services 32BJ Benefit Funds is seeking an Investment Operations Analyst to support a diversified institutional portfolio. The role emphasizes data integrity, controls, and operational improvements across multiple platforms.

Responsibilities include reviewing onboarding, subscriptions, settlements, and reporting, while collaborating with managers, custodians, and consultants. Bachelor’s degree required, 1–4 years of related experience, and strong Excel/Power BI skills are expected.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Mathematics, Data Analytics, or a related discipline.
• 1–4 years of relevant experience in financial services, retirement services, or investment operations.
• Understanding of investment concepts, accounting principles, and cash flows.
• Proficiency in Microsoft Excel and PowerPoint; strong data presentation skills.
• Ability to learn and evaluate web-based investment platforms quickly.
• Familiarity with platforms such as MSCI Total Plan Manager, Solovis, Canoe Intelligence, and Power BI.

Responsibilities

• Analyze day-to-day investment operations activities to identify issues, assess risks, and recommend follow-up actions.
• Conduct gap analyses of processes and workflows to strengthen controls and data quality.
• Evaluate system implementations, testing, and process improvements within investment operations.
• Review workflow status, deadlines, and deliverables; adjust priorities as needed.
• Review investment documentation for onboarding, subscriptions, and capital activity; ensure completeness.
• Investigate investment transactions, settlement activity, and cash movements; propose corrective actions.
• Evaluate data integrity across multiple systems and recommend improvements.
• Liaise with managers, custodians, consultants, and service providers; propose solutions.
• Assess effective use of Canoe Intelligence, Bipsync, and other platforms and suggest workflow enhancements.
• Maintain accurate investment records and documentation across departmental systems.
• Demonstrate integrity, discretion, and high accuracy in handling information.

Skills

Analytical mindset

Excel proficiency

PowerPoint

Microsoft 365

Data analysis

Financial markets knowledge

Problem solving

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

MSCI Total Plan Manager

Solovis

DiligenceVault

eVestment

PitchBook

Canoe Intelligence

Bipsync

Power BI

Microsoft 365

Job description

Building Services 32BJ Benefit Funds is seeking an Investment Operations Analyst to support a diversified institutional portfolio. The role emphasizes data integrity, controls, and operational improvements across multiple platforms.

Responsibilities include reviewing onboarding, subscriptions, settlements, and reporting, while collaborating with managers, custodians, and consultants. Bachelor’s degree required, 1–4 years of related experience, and strong Excel/Power BI skills are expected.