Remote Investment Operations Specialist

WEX; United States; Remote; USD 83,000 - 96,000; Full time

Job summary

WEX is seeking an Investment Operations Analyst to establish robust financial risk frameworks for expanding HSA investment activities. The role covers reconciliation, issue resolution, Level 2+ support for buy/sell inquiries, and ensuring regulatory compliance across investment operations.

Remote within the United States with CST-based schedule. You will shape new processes, oversee third-party custodial relationships, and drive automation to scale operations while mitigating risk.

Qualifications

• Minimum 3–5 years in a large financial services org with investment operations focus.
• 2–3 years direct experience with HSA custody services and the investment ecosystem.
• Ability to independently analyze complex operational issues and implement solutions.
• Knowledge of KPI reporting, regulatory concepts (FINRA/SEC) and financial risk management.
• Experience creating and improving operational procedures, with documentation.

Responsibilities

• Perform complex reconciliations of HSA investment activity across platforms with high accuracy.
• Analyze operational issues, identify root causes, and implement sustainable solutions.
• Manage complex liquidations ensuring regulatory compliance and policy adherence.
• Provide Level 2/3 support for escalated investment operations inquiries and issues.
• Liaise with broker/dealers and custodians to ensure seamless integration with NBC custodial operations.
• Escalate buy/sell inquiries with guidance to ensure accurate trade execution and settlement.
• Assist in fund list oversight and proper allocation of investment fees.
• Contribute to process documentation and operational procedure optimization.
• Support KPI reporting, trend analysis and regulatory compliance monitoring.
• Participate in cross-functional projects related to system enhancements or regulatory changes.

Skills

Reconciliation

Regulatory compliance

Operational risk

KPI reporting

Team collaboration

Tools

Trading systems

Reconciliation tools

Custodial portals

Data analytics platforms

Job description

WEX is seeking an Investment Operations Analyst to establish robust financial risk frameworks for expanding HSA investment activities. The role covers reconciliation, issue resolution, Level 2+ support for buy/sell inquiries, and ensuring regulatory compliance across investment operations.

Remote within the United States with CST-based schedule. You will shape new processes, oversee third-party custodial relationships, and drive automation to scale operations while mitigating risk.