Senior Investment Analyst

LHH; Oklahoma City (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

LHH is seeking an Investment Operations Analyst in Oklahoma City to support external investment partners, assess risk, and oversee portfolio activities. The role provides exposure to institutional asset management in a fast-paced, analytic setting.

You will review partner structures, financial controls, and governance, while preparing concise recommendations for senior teams and participating in partner meetings. Strong Excel skills and detail orientation are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 2+ years of experience in investment operations, due diligence, audit, consulting, accounting, or financial services.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Advanced Excel and Microsoft Office proficiency.
• High attention to detail, professionalism, and discretion.

Responsibilities

• Conduct operational reviews of prospective and existing investment partners.
• Analyze organizational structures, financial controls, governance practices, and business operations.
• Participate in meetings with senior investment and operational professionals.
• Prepare summaries and recommendations highlighting key risks and observations.
• Monitor investment-related documentation, regulatory filings, and financial reporting.
• Support portfolio reporting, reconciliations, and investment operations activities.
• Assist with investment committee materials and special projects.
• Research industry, regulatory, and market developments impacting investment programs.

Skills

Analytics

Communication

Problem solving

Multitasking

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Excel

Microsoft Office

Job description

Join a collaborative investment team where you'll play a key role in evaluating external investment partners, assessing operational risk, and supporting portfolio oversight. This position offers broad exposure to investment operations and institutional asset management in a fast-paced, analytical environment.

Key Responsibilities

• Conduct operational reviews of prospective and existing investment partners


• Analyze organizational structures, financial controls, governance practices, and business operations


• Participate in meetings with senior investment and operational professionals


• Prepare summaries and recommendations highlighting key risks and observations


• Monitor investment-related documentation, regulatory filings, and financial reporting


• Support portfolio reporting, reconciliations, and investment operations activities


• Assist with investment committee materials and special projects


• Research industry, regulatory, and market developments impacting investment programs

Qualifications

• Bachelor's degree required; Finance, Accounting, Business, or related field preferred


• 2+ years of experience in investment operations, due diligence, audit, consulting, accounting, or financial services


• Strong analytical, problem-solving, and communication skills


• Ability to manage multiple priorities in a deadline-driven environment


• Advanced Excel and Microsoft Office proficiency


• High attention to detail, professionalism, and discretion


• Exposure to alternative investments, investment management, or institutional portfolios is a plus

Why Consider This Opportunity?

• Diverse exposure to investment research, operations, and risk assessment


• Collaborative and intellectually engaging environment


• Opportunity to work closely with senior investment professionals


• Strong career growth and learning potential


• Broad visibility across investment, operational, and strategic initiatives