Investment Operations Specialist
4 days ago
We are seeking a detail-oriented Investment Operations Analyst to support our investment team.
Talent Acquisition Specialist @ Ali & Sons | Driving Talent Acquisition Success | BilingualThe 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.
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.
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