Investment Operations Analyst — Training in Compliance SaaS

IMP Consulting; Chelmsford (MA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical / Dental Insurance

401k, with company match

10 paid holidays

15 paid vacation days

Up to 5 sick days

Job summary

A high-profile consulting firm north of Boston is looking for a Business Analyst with at least 3 years of investment operations or fund accounting experience. This role involves analyzing data, extracting requirements, and designing workflows to enhance operational accuracy. Candidates should be detail-oriented, possess strong communication skills, and be proficient in Excel. The firm offers a collaborative work environment, competitive benefits including medical and dental insurance, and opportunities for career advancement.

Qualifications

• Minimum 3 years of investment management experience, preferably in operations, fund accounting or compliance.
• Detail-oriented with strong written and oral communication skills.
• Understanding of compliance and the Investment Company Act of 1940 a plus.

Responsibilities

• Analyze data and design workflows to improve operations.
• Extract requirements from documentation and investment teams.

Skills

Investment management experience

Understanding of security setup

Knowledge of equities

Communication skills

Proficiency with Excel

Interest in coding SQL

Ability to solve problems

Tools

Excel

SQL

VBA

Job description

A high-profile consulting firm north of Boston is looking for a Business Analyst with at least 3 years of investment operations or fund accounting experience. This role involves analyzing data, extracting requirements, and designing workflows to enhance operational accuracy. Candidates should be detail-oriented, possess strong communication skills, and be proficient in Excel. The firm offers a collaborative work environment, competitive benefits including medical and dental insurance, and opportunities for career advancement.