Investment Operations & Compliance Analyst

Yale Investments; New Haven (CT); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Yale Investments in New Haven, CT is hiring a Finance & Investment Operations Analyst to support finance, operations, and compliance activities. This role involves transaction booking, compliance documentation, and performance reporting. Candidates should have a BA/BS in accounting or finance and prefer up to 1 year of relevant experience. Key skills include attention to detail and proficiency in Excel. This position offers both travel and some remote work opportunities and emphasizes a collaborative environment.

Qualifications

• Candidates with internship or up to 1 year of experience in a finance, operations, or compliance setting are preferred.
• Ability to manage multiple tasks and deadlines.
• Familiarity with or interest in the investment management industry, including exposure to private markets.

Responsibilities

• Support day-to-day finance, operations, and compliance activities of the investments office.
• Book transactions in internal systems and review entries for accuracy.
• Maintain and organize compliance files and assist with regulatory filings.

Skills

Attention to detail

Organizational skills

Effective communication

Proficiency in Microsoft Excel

Interest in investment management

Familiarity with compliance documentation

Education

BA/BS in accounting, finance, or a related field

Tools

Portfolio management systems

Job description

Yale Investments in New Haven, CT is hiring a Finance & Investment Operations Analyst to support finance, operations, and compliance activities. This role involves transaction booking, compliance documentation, and performance reporting. Candidates should have a BA/BS in accounting or finance and prefer up to 1 year of relevant experience. Key skills include attention to detail and proficiency in Excel. This position offers both travel and some remote work opportunities and emphasizes a collaborative environment.