Operations Analyst, Parametric

Jobtailor; Massachusetts; On-site; USD 50,000 - 75,000; Full time

Job summary

Jobtailor is seeking an Operations Associate to support investment-management processes, data reconciliation, and account activities. You will handle high-volume data with accuracy, perform trade posting and market-event processing, and maintain client records with rigorous attention to detail.

You will collaborate with internal and external stakeholders, translate observations into improvements, and ensure timely status updates.

Qualifications

• Associate degree or bachelor's degree preferred.
• 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 environment.
• 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

Excel

Organizational skills

Analytical skills

Problem-solving

Effective communication

Team collaboration

Self-motivation

Attention to detail

Education

Associate Degree

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

• 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

Requirements

• Associate degree or bachelor's degree preferred
• 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 environment
• Strong interest in starting a career in the investment management industry

Core Competencies

Demonstrates strong organizational and time management skills while managing high volumes of data with accuracy and attention to detail. Proficient in Microsoft Office Suite, particularly Excel, and capable of effective communication with stakeholders in the investment management industry.

Highest-signal resume keywords

• Microsoft Office Suite Proficiency
• Data Management
• Organizational Skills
• Analytical Skills
• Investment Management Interest

ATS Optimization Keywords

Hard Skills

• Data Reconciliation
• Trade Posting
• Market Event Processing
• Account Setup
• Record Keeping

Soft Skills

• Effective Communication
• Critical Thinking
• Problem-Solving
• Self-Motivation
• Team Collaboration

Certifications & Qualifications

• Associate Degree
• Bachelor's Degree

Industry Keywords

• Investment Management
• Operational Reporting
• Stakeholder Communication
• Process Improvement
• Metrics Maintenance