Strategic Investment Operations Analyst

32BJ Funds

New York (NY)

On-site

USD 88,000 - 98,000

Full time

4 hours ago

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Job summary

32BJ Funds is seeking an Investment Operations Analyst in New York, NY. The role supports a diversified institutional portfolio, analyzes operations, reviews transactions, and recommends process improvements.

You will work under the Deputy Director of Investment Operations, collaborating with custodians, managers, and service providers. Qualifications include a Bachelor’s degree and 1–4 years in financial services or investment operations, with strong Excel, data analysis, and communication

Qualifications

1-4 years of relevant experience in financial services, retirement services, or investment operations.
Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Mathematics, Data Analytics, or related field.
Proficiency in Microsoft Excel and PowerPoint; strong knowledge of 365 apps.
Strong written and verbal communication, analytical and problem-solving skills.

Responsibilities

Analyze day-to-day investment operations to identify issues and recommend actions.
Conduct gap analyses to improve controls, data quality, and efficiency.
Evaluate requirements and changes for system implementations and projects.
Review transaction flow, documentation, and reporting; flag risks and escalation needs.
Maintain investment records, documentation, and workflow status across systems.