Investment Operations & Margin Automation Analyst

Hemans.; United States; On-site; USD 75,000 - 110,000; Full time

Job summary

Hemans is seeking an Operations Analyst in Fort Worth to join a growing investment platform. The role sits at the intersection of Investment Operations, financial data, cash management, and technology, with ownership of critical processes and a focus on automation and scalability.

You will collaborate with Technology and Engineering to translate operational needs into system and data solutions, while maintaining strong controls and data integrity across reference data, cash operations, and GL

Qualifications

• 2+ years of experience in Investment Operations, Fund Accounting, Treasury, Financial Data, or a related financial services environment.
• Bachelor's degree required; Finance, Accounting, Economics, Data Science, or related discipline preferred.
• Strong understanding of investment operations, fund structures, cash management, and/or financial data.
• Advanced Excel skills, including lookups, pivot tables, data analysis, and ideally VBA/macros.
• Experience with data, automation, or visualization tools such as SQL, Python, Power BI, Alteryx, or VBA.
• Experience working with general ledger or fund accounting systems; Advent Geneva experience is a plus.
• Familiarity with Bloomberg or other investment/financial data platforms is beneficial.

Responsibilities

• Manage and maintain critical reference and static data across internal systems and downstream applications.
• Support daily cash and liquidity operations, including short-term cash investment processes, reconciliations, and resolution of operational breaks.
• Own and enhance automated end-of-day cash investment workflows, ensuring processes are accurate, controlled, and scalable.
• Support the monthly and quarterly general ledger close, including account administration, reconciliations, and coordination with relevant stakeholders.
• Identify opportunities to streamline manual processes and develop automation and workflow improvements across the Operations function.
• Partner with Engineering and technology teams to translate operational requirements into effective system and data solutions.
• Analyze operational and transactional data to identify discrepancies, trends, and opportunities for improvement.
• Maintain appropriate operational controls and documentation to support a strong risk and control environment.
• Assist with bank and custody account administration, statements, reconciliations, and related audit requirements.
• Work with external service providers and financial counterparties to resolve operational issues and ensure accurate and timely processing.
• Support broader Operations projects and initiatives, particularly those involving systems, data integrity, automation, and process optimization.

Skills

Advanced Excel

Financial data analysis

Problem solving

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Data Science

Tools

SQL

Python

Power BI

Alteryx

VBA

Advent Geneva

Bloomberg

Job description

Hemans is seeking an Operations Analyst in Fort Worth to join a growing investment platform. The role sits at the intersection of Investment Operations, financial data, cash management, and technology, with ownership of critical processes and a focus on automation and scalability.

You will collaborate with Technology and Engineering to translate operational needs into system and data solutions, while maintaining strong controls and data integrity across reference data, cash operations, and GL