Investment Service Operations Analyst (contract)

BNY

Pittsburgh (Allegheny County)

On-site

USD 36,000 - 45,000

Part time

6 hours ago

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Benefits offered by this job

Optional benefits: medical, dental, &

Vision and retirement benefits via TCS

Job summary

BNY is seeking Investment Service Operation Analysts to join a Middle Office team in Pittsburgh, PA. This 12-month contract role involves hands-on exposure to the investment trade lifecycle, with training provided.

Expect four days onsite per week and interaction with brokers, custodians, and clients. Ideal for early-career professionals; 1–2 years of experience preferred, strong detail orientation, and ability to meet daily deadlines.

Qualifications

1–2 years of professional experience preferred; strong entry-level candidates will be considered
Strong attention to detail and ability to follow established processes
Ability to work effectively in a fast-paced environment with daily deadlines
Strong written and verbal communication skills
Client-first mentality with strong judgment and problem-solving skills
Ability to learn complex processes and become increasingly independent
High school diploma or equivalent combination of education and experience required

Responsibilities

Trade Processing: Receive client trade files, process daily transactions, and ensure trades are accurately instructed to the market
Trade Settlement: Monitor settlements with brokers/custodians and resolve exceptions
Reconciliations: Support cash, asset, trade matching, and market value reconciliations
Client Support: Communicate with clients and external partners to answer questions
Data & Exception Management: Maintain trade data and identify issues
Reporting: Assist with client reporting and portfolio valuation processes
Global Operations: Collaborate with international teams via follow-the-sun model

Skills

Attention to detail

Strong communication

Deadline-driven

Client-first mentality

Problem-solving

Learning agility

Independent learner

Education

Bachelor’s degree in finance

Bachelor’s degree in business

Bachelor’s degree in accounting

High school diploma

Tools

Microsoft Excel

Microsoft Office

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what is all about. Join us and be part of something extraordinary.

Job Summary

We are seeking Investment Service Operation Analysts to join a Middle Office team supporting investment management clients within a leading global financial services organization. This role provides hands‑on exposure to the investment trade lifecycle, including trade processing and settlement, reconciliations, exception management, reporting, and communication with brokers, custodians, and clients. This is an excellent opportunity for someone early in their career who wants to build experience within financial services. Prior financial industry experience is not required, and comprehensive training will be provided. These are 12-month contract opportunities based in Pittsburgh, PA with an expectation of four days onsite per week.

Key Responsibilities

Trade Processing: Receive client trade files, process daily transactions, and ensure trades are accurately instructed to the market.
Trade Settlement: Work with brokers, custodians, and internal teams to monitor settlements and research and resolve exceptions or failing trades.
Reconciliations: Support cash, asset, trade matching, and market value reconciliations while investigating and resolving breaks.
Client Support: Communicate with clients and external partners to answer questions, gather information, and resolve straightforward inquiries.
Data & Exception Management: Maintain trade and reference data, support trade enrichment, and identify and elevate potential issues when necessary.
Reporting: Assist with client reporting, portfolio valuation processes, cash reporting, and other daily or monthly operational deliverables.
Global Operations: Collaborate with international teams through a follow-the-sun operating model to ensure continuous trade support.

Qualifications

1–2 years of professional experience preferred; strong entry-level candidates will be considered
Strong attention to detail and ability to follow established processes
Ability to work effectively in a fast-paced environment with daily deadlines
Strong written and verbal communication skills
Client-first mentality with strong judgment and problem‑solving skills
Ability to learn complex processes and become increasingly independent
High school diploma or equivalent combination of education and experience required

Preferred Experience

Bachelor’s degree in finance, business, accounting, or a related field
Financial services, investment operations, accounting support, or mutual fund experience
Microsoft Excel and broader Microsoft Office proficiency
Experience communicating with clients, brokers, custodians, or other external partners
Exposure to AI or other tools used to improve productivity and efficiency

Why Join Us

This is a strong opportunity to build a foundation in financial services and investment operations while receiving structured training and hands‑on exposure to the trade lifecycle. You’ll work alongside experienced professionals, interact with clients and key market participants, and develop skills that can translate into long‑term opportunities across investment operations and financial services. At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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