Operations Analyst, Investments

McNeil & Co.; Raleigh (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Student loan assistance and tuition Re

401k matching

Medical, dental, vision

Job summary

Arch Investment Management (AIM) is seeking an entry-level Investment Trade Operations Analyst to support daily operational activities across AIM portfolios. You will collaborate with internal teams and external service providers to ensure accurate and timely processing of trades, supporting the growth of knowledge across traditional and alternative assets.

This role offers exposure to a wide range of investment operations and a path to develop foundational expertise in a dynamic environment,

Qualifications

• Basic understanding of financial markets and investment products.
• High attention to detail and strong organizational skills.
• Strong communication skills and ability to work collaboratively in a team.
• Willingness to learn and take direction from senior team members.

Responsibilities

• Daily dashboard monitoring of trades and settlements; investigate and resolve trade breaks with trading, custodian, accounting and risk providers.
• Interact with custodians and brokers to resolve trade breaks.
• Address and rectify exceptions between third party service providers.
• Coordinate processing of securities transfers and support portfolio management in security selection.
• Notify portfolio managers and process voluntary corporate actions.
• Contribute ideas to improve process efficiencies and risk mitigation.
• Create and deliver metrics reporting.

Skills

Financial markets

Attention to detail

Communication

Willingness to learn

Task prioritization

Team collaboration

Proactive mindset

Education

Bachelor’s degree in Finance, Accounting, Economics

Job description

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility.

Job Summary

This role is an entry-level position within the Trade Operations team at Arch Investment Management (AIM), reporting to the VP, Operations Manager. The Investment Trade Operations Analyst will support the daily operational activities required to ensure accurate and timely processing of investment transactions across AIM portfolios. The Analyst will work closely with internal teams (portfolio management, legal/compliance, performance) and external service providers (custodians, brokers, administrators) to learn and assist in delivering effective operational support to the firm. This position is well-suited for a recent graduate with an interest in investment operations and financial markets who is eager to build foundational knowledge across both traditional and alternative asset classes.

Job Responsibilities

• Daily dashboard monitoring of trades and settlements for all portfolios- Investigate and resolve all trade breaks, fails or issues; coordinate with trading, custodian, accounting and risk service providers to resolve outstanding issues
• Interact with the custodian and executing brokers to resolve trade breaks
• Address and rectify exceptions between third party service providers
• Coordinate processing of securities transfers; receive and monitor requests; support portfolio management in security selection as needed; communicate with entity representatives and ensure proper transactions have been completed
• Notify portfolio managers and process voluntary corporate actions
• Work on ad-hoc projects, contribute ideas and recommendations to improve process efficiencies and increase risk mitigation
• Create and deliver on metrics reporting

Desired Skills

• Basic understanding or strong interest in financial markets and investment products
• High attention to detail and strong organizational skills
• Strong communication skills and ability to work collaboratively in a team environment
• Willingness to learn and take direction from senior team members
• Ability to manage multiple tasks and prioritize effectively
• Positive attitude and ability to work in a fast-paced environment
• Proactive mindset with a desire to build technical knowledge over time

Desired Education/Experience

Bachelor’s degree in Finance, Accounting, Economics, or a related field 0–2 years of experience (internship experience in finance or operations preferred but not required)

Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more.

10200 Arch Capital Services LLC Arch Capital Group Ltd.

Arch Capital Group Ltd. is a Bermuda-based specialty insurer that provides insurance, reinsurance and mortgage insurance on a worldwide basis. With a 20+-year track record of delivering results and a coveted position on the S&P 500 index, Arch is a great place to grow your career.