Investment Operations Analyst – Hybrid, Process & Data

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 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.