Investment Operations Consultant

Beacon Hill Staffing Group; California; On-site; USD 90,000 - 130,000; Full time

Job summary

Beacon Hill Staffing Group in Pasadena is seeking an Investment Operations Consultant to support its lean operations team during a period of growth, new fund activity, and technology transformation. This is an approximately one-year consulting engagement with the potential to extend.

The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives.

Qualifications

• Experience in financial services, investment operations, asset management, or related environment.
• Familiarity with trade settlement and investment operations workflows preferred.
• Experience supporting mutual funds, ETFs, equities, or similar investment products is a plus.
• Strong Excel skills and comfort with financial and operational data.
• Experience with Bloomberg, FactSet, or order management systems is highly desirable.
• Candidates from financial services consulting, Big 4 advisory, or project-based backgrounds may be considered.
• Strong attention to detail and ability to work in a deadline-driven environment.
• Comfortable working in a small, collaborative operations team.
• Professional communication and presentation skills.

Responsibilities

• Support daily investment operations and production activities.
• Assist with trade settlement, reconciliation, and other post-trade processes.
• Support operational activities related to funds, ETFs, and investment products.
• Work closely with internal teams to research and resolve trade or operational discrepancies.
• Assist with implementation and technology-related projects as systems and processes evolve.
• Maintain accurate operational data across investment and reporting platforms.
• Utilize Bloomberg, FactSet, Excel, and order management systems to support daily workflows.
• Help improve processes and provide additional operational coverage during a high-volume period.
• Partner with investment, compliance, and other internal teams as needed.

Skills

Investment operations

Trade settlement

Excel

Bloomberg

FactSet

Order management systems

Data analysis

Cross-functional collaboration

Tools

Bloomberg

FactSet

Excel

Order management systems

Job description

A well-established asset management firm in Pasadena is seeking an Investment Operations Consultant to support its operations team during a period of significant growth, new fund activity, and technology transformation.

This is an approximately one-year consulting engagement with the potential to extend. The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives. This is a great opportunity for someone with asset management, investment operations, trade support, or financial services experience who enjoys working in a fast-paced, hands-on environment.

Responsibilities

A well-established asset management firm in Pasadena is seeking an Investment Operations Consultant to support its operations team during a period of significant growth, new fund activity, and technology transformation.

This is an approximately one-year consulting engagement with the potential to extend. The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives. This is a great opportunity for someone with asset management, investment operations, trade support, or financial services experience who enjoys working in a fast-paced, hands-on environment.

Responsibilities

• Support daily investment operations and production activities
• Assist with trade settlement, reconciliation, and other post-trade processes
• Support operational activities related to funds, ETFs, and investment products
• Work closely with internal teams to research and resolve trade or operational discrepancies
• Assist with implementation and technology-related projects as systems and processes evolve
• Maintain accurate operational data across investment and reporting platforms
• Utilize Bloomberg, FactSet, Excel, and order management systems to support daily workflows
• Help improve processes and provide additional operational coverage during a high-volume period
• Partner with investment, compliance, and other internal teams as needed

Qualifications

• Previous experience in financial services, investment operations, asset management, or a related environment
• Familiarity with trade settlement and investment operations workflows strongly preferred
• Experience supporting mutual funds, ETFs, equities, or similar investment products is a plus
• Strong Excel skills and comfort working with financial and operational data
• Experience with Bloomberg, FactSet, or order management systems is highly desirable
• Candidates coming from financial services consulting, Big 4 advisory/business analyst roles, or similar project-based environments may also be considered
• Strong attention to detail and ability to work effectively in a deadline-driven environment
• Comfortable working as part of a small, highly collaborative operations team
• Professional communication and presentation

Additional Details

This position is fully on-site in Pasadena and follows market-driven business hours, generally around 8:00 AM to 5:00 PM, with some flexibility for an earlier schedule. The office maintains a traditional professional business environment.

Systems: Bloomberg, FactSet, Excel, EZ/order management systems

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

We look forward to working with you.

Beacon Hill. Employing the Future