Senior Investment Operations & Analytics Associate

Peak Trust Company; Anchorage (AK); On-site; USD 70,000 - 90,000; Full time

Job summary

Peak Trust Company is seeking a Senior Investment Management Associate in Anchorage, Alaska. This role supports portfolio oversight, investment reporting, and the investment operations team. Responsibilities include monitoring portfolio allocations, preparing investment reports, and maintaining investment systems.

The ideal candidate has a Bachelor’s degree, experience in investment operations, and strong analytical skills. The position is full-time and in-person.

Qualifications

• Bachelor's degree in Finance or related field.
• Experience with investment operations and portfolio reporting.
• Strong analytical and organizational skills.

Responsibilities

• Monitor portfolio allocations and investment activity.
• Prepare investment reporting and analytics.
• Support liquidity analysis and cash flow reporting.

Skills

Analytical mindset

Attention to detail

Data analysis using Excel

Problem-solving skills

Communication skills

Collaboration skills

Education

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

Tools

Microsoft Excel

Job description

Peak Trust Company is seeking a Senior Investment Management Associate in Anchorage, Alaska. This role supports portfolio oversight, investment reporting, and the investment operations team. Responsibilities include monitoring portfolio allocations, preparing investment reports, and maintaining investment systems.

The ideal candidate has a Bachelor’s degree, experience in investment operations, and strong analytical skills. The position is full-time and in-person.