Senior Investment Ops & Trading Support Specialist

Federated Hermes; Boston (MA); On-site; USD 65,000 - 102,000; Full time

Job summary

Federated Hermes in Boston, MA is seeking a Senior Investment Operations Specialist to support trading and portfolio management activities. You'll work in a fast-paced, deadline-driven environment and contribute to the reconciliation of SMA and mutual funds/institutional accounts.

This role requires a Bachelor's degree and two years of relevant experience in financial services; proficiency with MS Office and Excel is expected, with brokerage product familiarity a plus.

Qualifications

• Bachelor’s degree required; related discipline preferred.
• Two years of relevant work experience; 2 years in financial services preferred.
• Understanding of investments and financial markets; brokerage products experience a plus.
• Proficient with MS Office applications, including Excel.

Responsibilities

• Support trading and portfolio management functions in Boston office.
• Review and reconcile SMA and Mutual Funds/Institutional accounts daily.
• Assist in solving reconciliation problems, processing trade error corrections, and drafting updates to written procedures.

Skills

MS Office

Investments knowledge

Financial markets

Brokerage products

Education

Bachelor’s degree

Tools

Excel

Job description

Federated Hermes in Boston, MA is seeking a Senior Investment Operations Specialist to support trading and portfolio management activities. You'll work in a fast-paced, deadline-driven environment and contribute to the reconciliation of SMA and mutual funds/institutional accounts.

This role requires a Bachelor's degree and two years of relevant experience in financial services; proficiency with MS Office and Excel is expected, with brokerage product familiarity a plus.