Investment Operations Analyst: Process & Data Improvement

Selby Jennings; Stamford (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Selby Jennings, a boutique investment management recruitment firm, seeks an Operations Analyst to support day-to-day operational activities of investment vehicles and related entities. You will ensure data accuracy, coordinate with third-party providers, and uphold key controls while contributing to process enhancements.

The role offers opportunities to support reconciliations, settlements, and financial operations, with a focus on maintaining rigorous controls and driving efficiency across the

Qualifications

• 5+ years of experience in investment operations, fund operations, middle office, or financial services.
• Experience supporting reconciliations, transaction processing, and operational controls.
• Familiarity with institutional investment products and investment management environments.
• Advanced Excel skills and strong analytical capabilities.
• Excellent attention to detail, organization, and problem-solving abilities.
• Process improvement mindset with exposure to automation, reporting, or data analysis tools preferred

Responsibilities

• Perform reconciliations and investigate discrepancies across accounts, positions, and operational records.
• Support transaction processing, settlements, and related operational activities.
• Coordinate with external service providers to resolve operational issues and ensure timely data accuracy.
• Assist with expense allocations, accrual tracking, and other financial operations processes.
• Monitor and process investment-related events and administrative activities.
• Identify and implement improvements to existing workflows, controls, and operational procedures.

Skills

Advanced Excel

Analytical skills

Attention to detail

Problem solving

Process improvement

Job description

Selby Jennings, a boutique investment management recruitment firm, seeks an Operations Analyst to support day-to-day operational activities of investment vehicles and related entities. You will ensure data accuracy, coordinate with third-party providers, and uphold key controls while contributing to process enhancements.

The role offers opportunities to support reconciliations, settlements, and financial operations, with a focus on maintaining rigorous controls and driving efficiency across the