Operations Analyst – Parametric

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

• 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, with a concentration in Data Management, Finance, Accounting, Economics, or a related area of study; relevant work experience may be considered in lieu of a degree.
• 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 analytical and problem-solving 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

• Data Management
• Microsoft Excel Proficiency
• Organizational Skills
• Analytical Skills
• Investment Management Interest

ATS Optimization Keywords

Hard Skills

• Data Management
• Cash Reconciliation
• Trade Posting
• Market Event Processing
• Account Setup
• Record Keeping
• Operational Reporting

Soft Skills

• Communication Skills
• Time Management
• Detail-Oriented
• Critical Thinking
• Self-Motivated

Industry Keywords

• Investment Management
• Finance
• Accounting
• Economics

Tools & Technologies

• Microsoft Office Suite