Investment Ops: Reconciliation Analyst (Hybrid)

Axelon Services Corporation; Boston (MA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Axelon Services Corporation in Boston, MA seeks a Reconciliation Analyst to join the Investment Operations Shared Services Team on a hybrid schedule (2 days remote). You will support reconciliation across multiple investment types, ensuring accuracy and timeliness of close processes.

You will review aging reconciliations, escalate issues, and help implement process improvements to enhance efficiency and internal controls while collaborating with the Lead and Manager.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business, or related field.
• Minimum of 3–5 years of relevant work experience in Investment Operations.
• Proficiency with Microsoft Office, especially Excel, and ability to learn new tools quickly.

Responsibilities

• Review aging reconciliation reports to validate exceptions and query owners on items outside thresholds.
• Ensure exceptions are resolved in a timely manner and provide updates to Lead; escalate as needed.
• Review outstanding cash and holding reconciliation items for potential material impact; escalate when necessary.
• Ensure cash and holding reconciliation breaks have proper backup for monthly close.
• Maintain SLA requirements with internal and external parties; communicate progress and delays.

Skills

Strong business aptitude

Time management

Detail-oriented

Analytical problem-solving

Independent and team work

Education

Bachelor’s Degree in Finance/Accounting/Business

Tools

Microsoft Excel

Microsoft Office

Job description

Axelon Services Corporation in Boston, MA seeks a Reconciliation Analyst to join the Investment Operations Shared Services Team on a hybrid schedule (2 days remote). You will support reconciliation across multiple investment types, ensuring accuracy and timeliness of close processes.

You will review aging reconciliations, escalate issues, and help implement process improvements to enhance efficiency and internal controls while collaborating with the Lead and Manager.