Investment Operations Associate

Whitridge Associates; Massachusetts; On-site; USD 85,000 - 125,000; Full time

Job summary

Whitridge Associates is seeking an Investment Operations Analyst to support investment operations and client implementation initiatives. The role coordinates investment-related events and projects while partnering with investment, operations, product, and relationship management teams.

The position emphasizes managing timelines, deliveringables, and documentation, while analyzing issues and supporting reporting, dashboards, and process improvements to drive efficiency.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, or a related fields.
• 3+ years of relevant professional experience, or 5+ years of combined internship and professional experience.
• Experience in investment operations, asset management, financial services, or a related area.
• Strong project management, analytical, and critical-thinking skills.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Client-facing experience, investment product knowledge, and familiarity with BI tools are a plus.

Responsibilities

• Coordinate investment operations activities, including account fundings, mandate changes, product launches, liquidations, and account transitions.
• Manage project timelines, deliverables, documentation, and action items.
• Partner with investment, operations, product, and relationship management teams.
• Analyze operational issues and help identify appropriate solutions.
• Support reporting, dashboards, and process improvement initiatives.
• Communicate project status and requirements to internal and external stakeholders.

Skills

Project management

Analytical thinking

Critical thinking

Organizational skills

Written and verbal communication

Client-facing

BI tools familiarity

Education

Bachelor's degree in Finance, Business, Economics, Accounting, or related fields

Job description

Our client is seeking an Investment Operations Analyst to support investment operations and client implementation initiatives. This role will coordinate investment-related events and projects while partnering with investment, operations, product, and relationship management teams.

Key Responsibilities

• Coordinate investment operations activities, including account fundings, mandate changes, product launches, liquidations, and account transitions


• Manage project timelines, deliverables, documentation, and action items


• Partner with investment, operations, product, and relationship management teams


• Analyze operational issues and help identify appropriate solutions


• Support reporting, dashboards, and process improvement initiatives


• Communicate project status and requirements to internal and external stakeholders

Requirements

• Bachelor’s degree in Finance, Business, Economics, Accounting, or a related fields


• 3+ years of relevant professional experience, or 5+ years of combined internship and professional experience


• Experience in investment operations, asset management, financial services, or a related area


• Strong project management, analytical, and critical-thinking skills


• Strong organizational skills with the ability to manage multiple priorities


• Excellent written and verbal communication skills


• Client-facing experience, investment product knowledge, and familiarity with BI tools are a plus