Operations Analyst: Data, Reconciliation & Insights

Jobtailor; Massachusetts; On-site; USD 60,000 - 75,000; Full time

Job summary

Jobtailor in Massachusetts seeks an Operations Analyst to support data-driven processes in the investment management workflow. You will work with internal and external stakeholders to resolve issues, confirm information, and provide status updates while maintaining accurate client records.

The role requires handling high volumes of data under tight deadlines, exceptional Excel skills, and strong organizational and communication abilities.

Qualifications

• Associate or bachelor's degree preferred, with a concentration in Data Management, Finance, Accounting, Economics, or a related field.
• Strong proficiency with Microsoft Office Suite, particularly Excel.
• Ability to manage high volumes of data under tight deadlines.
• Strong organizational and time management skills.
• Detail-oriented and process driven, with a strong focus on accuracy.
• Critical thinking, analytical, and problem-solving skills.
• Effective written and verbal communication skills.
• Self-motivated with the ability to work independently and collaborate within a team.
• Strong interest in starting a career in the investment management industry.

Responsibilities

• Work with internal and external stakeholders and other key points of contact in a professional and responsive manner.
• Research and resolve issues quickly, accurately, and with appropriate urgency.
• Communicate regularly with internal and external contacts to resolve issues, confirm information, and provide status updates.
• Collect observations and help translate them into actionable insights and recommendations for improvement.
• Complete daily assigned operations transactions, which may include cash or position reconciliation, trade posting, processing market events, new account setup, and account activity recording.
• Perform verification checks on similar work completed by others to help ensure accuracy and completeness.
• Ensure thorough and accurate record keeping and maintenance of client records and files.
• Maintain metrics, data, and related operational reporting as needed.
• Support ad hoc work, projects, and team priorities as needed.

Skills

Data Management

Microsoft Excel Proficiency

Organizational Skills

Analytical Skills

Investment Management Interest

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Jobtailor in Massachusetts seeks an Operations Analyst to support data-driven processes in the investment management workflow. You will work with internal and external stakeholders to resolve issues, confirm information, and provide status updates while maintaining accurate client records.

The role requires handling high volumes of data under tight deadlines, exceptional Excel skills, and strong organizational and communication abilities.