Senior Investment Operations Analyst

Palmer Group; Des Moines (IA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Hybrid work environment

Job summary

Palmer Companies, Inc. is seeking a Senior Investment Operations Analyst in Des Moines to ensure data quality supporting accounting, reporting, and regulatory needs.

You will automate processes, resolve complex data issues, and partner with investment, accounting, treasury, and technology teams to support daily operations and strategic initiatives. The role requires 5+ years in investment operations or related fields, with experience in institutional portfolios and data management.

Qualifications

• Experience in investment operations or middle office roles.
• Ability to analyze data and resolve complex investment-related issues.
• Familiarity with institutional portfolios and lifecycle events.

Responsibilities

• Oversee investment operations, data, and record accuracy across systems and reporting platforms.
• Analyze and resolve complex investment data issues impacting accounting and reporting.
• Research activity across fixed income, private debt and other institutional assets.
• Collaborate with portfolio managers, traders, accountants, custodians, and tech teams.
• Investigate valuation changes, cash movements, and corporate actions.
• Improve processes by identifying control gaps and scalable solutions.
• Support new investment products and system capabilities through readiness and testing.
• Maintain operational docs, workflows, and controls for audits and continuity.
• Provide technical guidance and mentor team members on cross-functional projects.

Skills

Investment operations

Data analysis

SQL

Power BI

Python

Alteryx

Tableau

Problem solving

Stakeholder communication

Education

Bachelor's degree in finance or related field

CFA/CAIA/CPA/CIPM or progress toward designation preferred

Tools

Power BI

Power Query

Tableau

Alteryx

Excel

Job description

Join a collaborative investment operations team supporting a sophisticated institutional portfolio across public and private markets. As a Senior Investment Operations Analyst, you will ensure the quality and reliability of investment data supporting decision-making, accounting, reporting, and regulatory requirements. This role offers the opportunity to solve complex data challenges, improve processes through automation and technology, and partner with investment, accounting, treasury, and technology teams.

Work Model

• Hybrid

What You Will Do

• Oversee investment operations, including investment data, security setup, transaction processing, portfolio activity, and record accuracy across systems and reporting platforms
• Analyze and resolve complex investment data issues impacting accounting, performance measurement, reporting, and portfolio operations
• Research investment activity across fixed income, private debt, structured products, alternative investments, and other institutional asset classes
• Collaborate with portfolio managers, traders, accountants, custodians, administrators, and technology teams to support daily operations and strategic initiatives
• Investigate valuation changes, cash movements, income activity, corporate actions, and other portfolio events
• Improve processes by identifying control gaps, reducing manual work, implementing scalable solutions, and enhancing operational reporting and monitoring
• Support new investment products, managers, strategies, and system capabilities through operational readiness, data requirements, user acceptance testing, and system validation
• Maintain operational documentation, workflows, and controls to support governance, audits, and business continuity
• Provide technical guidance, mentor team members, and contribute to cross-functional projects

What You Will Need to Be Successful

• Bachelor's degree in finance, accounting, economics, mathematics, business, actuarial science, or a related field
• 5+ years of experience in investment operations, middle office, investment accounting, investment data management, performance operations, or institutional asset management
• Experience with institutional investment portfolios and lifecycle events, including securities, investment transactions, cash management, and operational controls
• Strong analytical and problem-solving skills with the ability to independently research, troubleshoot, and resolve complex investment-related issues
• Ability to manage multiple priorities accurately in a fast-paced environment and communicate effectively with technical and non-technical stakeholders
• Experience in insurance, asset management, pension, endowment, foundation, wealth management, or other institutional investment environments
• Exposure to fixed income, structured products, private credit, commercial mortgages, alternatives, private placements, or other complex investments
• Experience with investment accounting, performance measurement, security master data, portfolio reporting, or IBOR platforms
• Familiarity with market data vendors, custodial feeds, pricing sources, and investment technology ecosystems
• Experience using SQL, Power BI, Power Query, Python, Alteryx, Tableau, or similar technologies to analyze and improve investment operations data
• CFA, CAIA, CPA, CIPM, or progress toward a designation preferred

Benefits Overview

• Medical, dental, andvision insurance
• $100,000 - $130,000 per Year