Investment Operations & Finance Analyst (Hybrid, New Haven)

Creative Financial Staffing, LLC; New Haven (CT); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Creative Financial Staffing, LLC in New Haven, CT is seeking a Finance & Investment Operations Analyst to support day-to-day investment operations, cash flows, trading, and compliance activities. Hybrid work arrangement offered.

The role is ideal for an early-career professional with 1–2 years of experience, strong Excel skills, and an interest in investment management or alternative investments. Collaboration with a dedicated team and exposure to fund administration are included.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 1–2 years in finance, accounting, operations, or fund administration.
• Strong Excel skills and attention to detail.
• Interest in investment management or alternative investments is a plus.

Responsibilities

• Support day-to-day investment operations across the portfolio.
• Manage and track cash flows, including capital calls and distributions.
• Assist with direct trading activity and related transaction processing.
• Record investment transactions and review fund administrator reconciliations, flagging discrepancies.
• Prepare and check wire transfer requests for accuracy.
• Support year-end audit requests and financial close activities.
• Assist with onboarding new investments and prepare ad hoc analyses as needed.

Skills

Detail-oriented

Strong Excel skills

Financial acumen

Education

Bachelor’s degree in Accounting, Finance, Economics, or a related field

Tools

Excel

Job description

Creative Financial Staffing, LLC in New Haven, CT is seeking a Finance & Investment Operations Analyst to support day-to-day investment operations, cash flows, trading, and compliance activities. Hybrid work arrangement offered.

The role is ideal for an early-career professional with 1–2 years of experience, strong Excel skills, and an interest in investment management or alternative investments. Collaboration with a dedicated team and exposure to fund administration are included.