Investment Operation Analyst
4 weeks ago
We are seeking a highly organized and detail-oriented Investment Operations Analyst to support our investment team by managing data, processing transactions, and assisting with portfolio reporting. The ideal candidate will play a key role in ensuring efficient investment operations and providing critical support for decision-making processes.
Key Responsibilities:
Investment Operations & Data Management:
- Process, track, and reconcile investment transactions.
- Maintain and update investment data, financial records, and reports using Excel and financial tools.
- Ensure data accuracy and consistency across all investment-related documentation.
Reporting & Analysis:
- Support portfolio reporting, data analysis, and performance tracking.
- Generate performance dashboards and financial insights for stakeholders.
- Assist in compliance and regulatory documentation to meet industry standards.
- Identify and resolve operational issues efficiently.
Coordination & Administrative Support:
- Coordinate with internal teams, vendors, and external partners for operational needs.
- Provide general administrative and operational support to the Investments team.
- Assist in process improvements to enhance operational efficiency.
Qualifications & Requirements:
- Bachelor's/Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 1–3 years in operations, finance, or investment-related roles.
- Relevant financial or investment certifications are a plus.
Why Join Us?
This is an exciting opportunity to work with a dynamic investment team, contribute to efficient operations, and play a key role in data-driven decision-making. If you are passionate about finance and investment operations, apply today
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