Pasadena Investment Ops Consultant (1-Year Contract)

Beacon Hill Staffing Group; California; On-site; USD 90,000 - 130,000; Full time

Job summary

Beacon Hill Staffing Group in Pasadena is seeking an Investment Operations Consultant to support its lean operations team during a period of growth, new fund activity, and technology transformation. This is an approximately one-year consulting engagement with the potential to extend.

The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives.

Qualifications

• Experience in financial services, investment operations, asset management, or related environment.
• Familiarity with trade settlement and investment operations workflows preferred.
• Experience supporting mutual funds, ETFs, equities, or similar investment products is a plus.
• Strong Excel skills and comfort with financial and operational data.
• Experience with Bloomberg, FactSet, or order management systems is highly desirable.
• Candidates from financial services consulting, Big 4 advisory, or project-based backgrounds may be considered.
• Strong attention to detail and ability to work in a deadline-driven environment.
• Comfortable working in a small, collaborative operations team.
• Professional communication and presentation skills.

Responsibilities

• Support daily investment operations and production activities.
• Assist with trade settlement, reconciliation, and other post-trade processes.
• Support operational activities related to funds, ETFs, and investment products.
• Work closely with internal teams to research and resolve trade or operational discrepancies.
• Assist with implementation and technology-related projects as systems and processes evolve.
• Maintain accurate operational data across investment and reporting platforms.
• Utilize Bloomberg, FactSet, Excel, and order management systems to support daily workflows.
• Help improve processes and provide additional operational coverage during a high-volume period.
• Partner with investment, compliance, and other internal teams as needed.

Skills

Investment operations

Trade settlement

Excel

Bloomberg

FactSet

Order management systems

Data analysis

Cross-functional collaboration

Tools

Bloomberg

FactSet

Excel

Order management systems

Job description

Beacon Hill Staffing Group in Pasadena is seeking an Investment Operations Consultant to support its lean operations team during a period of growth, new fund activity, and technology transformation. This is an approximately one-year consulting engagement with the potential to extend.

The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives.