Investment Operations Analyst: Onboarding & Data Validation

LHH; Pennington (NJ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

LHH in Pennington, NJ, is seeking an Operations Analyst to join the Performance Operations team. The role focuses on client onboarding, data validation, and providing operational support to institutional consulting teams.

The successful candidate will review investment performance data, use Excel for reporting, and collaborate with internal teams to ensure accurate performance reporting in a fast-paced environment.

Qualifications

• Experience in financial operations and data validation.
• Customer service experience with strong communication skills.
• Attention to detail and ability to review financial data for accuracy.
• Relevant coursework in finance is a plus.

Responsibilities

• Support client onboarding across performance platforms.
• Review and validate investment performance data and returns for accuracy.
• Respond to inquiries and provide operational support to institutional teams.
• Assist with daily operational activities and resolve data discrepancies.
• Use Excel for data review, validation, and reporting.
• Collaborate with internal teams to ensure onboarding and reporting accuracy.

Skills

Operations experience

Customer service

Attention to detail

Finance knowledge

Data validation

Education

Finance coursework

Tools

Excel

Job description

LHH in Pennington, NJ, is seeking an Operations Analyst to join the Performance Operations team. The role focuses on client onboarding, data validation, and providing operational support to institutional consulting teams.

The successful candidate will review investment performance data, use Excel for reporting, and collaborate with internal teams to ensure accurate performance reporting in a fast-paced environment.