Investment Operations Analyst - Advanced Job at Robert Half, Boston, MA

a3Zzc1BpUjhnTndvTjNITHpPbjFyeVcwY1E9PQ==
  • Robert Half
  • Boston, MA

Job Description

Job Description

Job Description

We are offering a contract for an Investment Operations Analyst position in Boston, Massachusetts, with the potential for a permanent role. This role is integral to our team, with responsibilities encompassing client investment management operations, database maintenance, trade processing, and customer inquiries resolution.

Responsibilities:
• Accurately and efficiently process client credit applications
• Input and audit trades appropriately
• Maintain accurate customer credit records
• Resolve discrepancies and inquiries from clients and other departments, ensuring the highest client satisfaction
• Oversee the distribution of NAV by our Custodian providers, managing the client communication and inquiry process in the event of a NAV delay
• Provide backup for team leader as needed
• Perform duties related to processes occurring in the late afternoon/evening for the Boston Shareholder Services team, including Client Trading and Client Support
• Maintain a working knowledge of the overall process operating model, assisting with the deployment of operational changes
• Develop technical expertise and a better understanding of marketplace nuances
• Conform with the 'risk' escalation chain for operational issues and suspicious transactions
• Perform other duties as assigned.• Strong communication skills, both written and verbal, for effective and detail oriented interaction with colleagues and clients.
• Proficiency in Microsoft Excel for data analysis, financial modeling, and reporting.
• Ability to provide training and guidance to entry level staff members.
• Operational knowledge and understanding of business processes and procedures.
• Research skills to investigate and resolve issues or discrepancies.
• Commitment to quality and consistent attention to detail.
• Experience with database management and data entry.
• Proficient in detail oriented email correspondence.
• Familiarity with audit procedures and compliance requirements.
• Proficiency in Microsoft Outlook for scheduling, communication, and task management.
• Knowledge of 'About Time' software or similar time management tools.
• Basic understanding of finance principles and practices.
• Knowledge of pricing strategies and financial forecasting.
• Excellent communication skills for presenting complex information in an understandable manner.
• Experience with system integration and implementation.
• Ability to manage client relations and expectations.
• Comfort with video conferencing and virtual communication tools.
• Familiarity with Windows OS and its applications.
• Experience in the financial services industry.
• Ability to provide oversight and leadership for operational tasks.
• Knowledge of backup technologies, recovery procedures, and risk management.
• Experience with deployment of operational changes or system updates.
• Ability to manage placement of resources and staff.
• Understanding of recovery procedures and disaster recovery planning.

Job Tags

Permanent employment, Contract work, Remote job, Afternoon shift,

Similar Jobs

United Parcel Service Inc.

Warehouse Worker Job at United Parcel Service Inc.

 ...SHIFT YOUR FUTURE Warehouse Worker UPS Quick Apply Applying online is quick and easyyou could schedule your first day within 20 minutes! The steps are simple: 1) Provide basic information to start your application. 2) Watch a short video about the job.... 

WELLTECH PARTNERS

HIM Coding Specialist I/II/III - Health Information Management Job at WELLTECH PARTNERS

 ...Position: HIM Coding Specialist I/II/III Health Information Management Location: Remote (California...  ...Days, 8:00 AM - 4:30 PM Pay Scale: Level I: $24.64 - $34.50 per hour Level...  ...Medi-Cal, VA, Tricare). Perform data entry and validate imported data from the 3M... 

Diocese of Shreveport

Human Resources Generalist and Administrative Assistant Job at Diocese of Shreveport

Human Resources Generalist/Admin. Asst. Position Description:Provides skilled comprehensive office management services for the Chancellor for Personnel and Administration, assists with employee benefit programs and administration, and monitors compliance with the Diocesan... 

cewit

Virtual Assistant Job at cewit

 ...About Us: We are a dynamic and innovative company seeking motivated individuals to join our team as Virtual Assistants. Whether you're looking to kickstart your career or transition into the world of remote work, this is a fantastic opportunity. No prior experience... 

Marriott International, Inc

Bartender Job at Marriott International, Inc

Additional InformationPay Rate: $11.40/hour plus tips, Full-time, Shift meal and parking, Winter seasonal, Sakaba Job Number 24195189 Job Category Food and Beverage & Culinary Location The Ritz-Carlton Bachelor Gulch, 0130 Daybreak Ridge, Avon, Colorado, United...