Investment Operations Associate (336849)

Precision Recruiting Solutions Group® (PRSG®); Pittsburgh (Allegheny County); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Precision Recruiting Solutions Group® (PRSG®) seeks an Operations Associate to support a multi-billion-dollar institutional portfolio in Pittsburgh. The role covers onboarding, portfolio accounting, financial reporting, analytics, and regulatory support in a collaborative, high-performance environment.

On-site with a one-day-per-week remote option, the position emphasizes data-driven decision making, maintaining accurate portfolio records, and coordinating with leadership.

Qualifications

• Bachelor's degree required in Business, Accounting, Economics, or Finance; CPA preferred.
• 5+ years of finance, accounting, auditing, or investment operations experience.
• Knowledge of financial reporting, internal controls, GAAP, and IFRS.
• Advanced Excel and data analysis skills.

Responsibilities

• Review investment valuations and transactions.
• Prepare portfolio analytics and dashboards.
• Support audit and tax processes.

Skills

Advanced Excel

Data analysis

Communication

Problem solving

Education

Bachelor's degree in Business, Accounting, Economics, or Finance; CPA preferred

Tools

Investment platforms

Job description

Workplace Type: On-Site (1 Day per Week Remote option) - Pittsburgh, PA

The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational, reporting, and analytical support to leadership. This role is responsible for investment manager onboarding, portfolio accounting and financial reporting, investment analytics, operational due diligence, and regulatory support. The position plays a key role in maintaining accurate portfolio records, ensuring operational efficiency, and supporting investment oversight within a collaborative, high-performance environment.

Primary Responsibilities:

• Reviewing investment valuations and transactions
• Preparing portfolio analytics and dashboards
• Supporting audit and tax processes,
• Assisting with AI integration initiatives.

Qualifications:

• Bachelor's degree in Business, Accounting, Economics, or Finance; CPA preferred
• 5+ years of finance, accounting, auditing, or investment operations experience
• Knowledge of financial reporting, internal controls, GAAP, and IFRS
• Advanced Excel and data analysis skills
• Strong organizational, communication, and problem-solving abilities
• Experience with investment operations platforms and reporting tools is a plus