Senior Investment Operations Analyst – Remote

WEX; Maine; Remote; USD 83,000 - 96,000; Full time

Job summary

WEX is seeking an Investment Operations Analyst to join the Financial (Funding) Risk Operations team. The role focuses on establishing robust financial risk frameworks for expanding HSA investment activities, including reconciliation, issue resolution, and Level 2+ support for buy/sell inquiries, while ensuring regulatory compliance and operational integrity.

The position offers remote flexibility within the United States and requires strong collaboration across teams to drive automation, KPI

Qualifications

• 3–5 years in a large financial services org, focused on investment operations.
• 2–3 years with HSA custody services and investment ecosystem.
• Ability to analyze complex operational issues and implement sustainable solutions.

Responsibilities

• Perform complex reconciliations of HSA investment activity across platforms.
• Analyze operational issues, identify root causes and implement solutions.
• Manage complex liquidations ensuring regulatory compliance and internal policies.
• Provide Level 2/3 support for escalated investment ops issues.
• Oversee broker/dealer and custodial relationships for integration and performance.
• Handle complex buy/sell inquiries and ensure accurate trade execution.
• Assist with fund list, complex fees, and timely allocations.
• Develop, document, and optimize operational procedures for scale.
• Contribute to KPI reporting and regulatory compliance adherence.

Skills

Investment operations

KPI reporting

Regulatory compliance

Financial risk management

Analytical skills

Process documentation

Cross-functional collaboration

Excel/Office

Tools

Trading systems

Reconciliation tools

Custodial portals

Data analytics platforms

Job description

WEX is seeking an Investment Operations Analyst to join the Financial (Funding) Risk Operations team. The role focuses on establishing robust financial risk frameworks for expanding HSA investment activities, including reconciliation, issue resolution, and Level 2+ support for buy/sell inquiries, while ensuring regulatory compliance and operational integrity.

The position offers remote flexibility within the United States and requires strong collaboration across teams to drive automation, KPI