Skip to main content
McCarthy Search

Investment Operations & Business Analyst

L5

daley associatesSalt Lake City, UT10 days ago

$50-$55

Occupations

Financial and Investment AnalystsBusiness Operations Specialists, All OtherFinancial Specialists, All Other

Industries

Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Position: Investment Operations & Business Analyst
Location: New York, NY 10104 (open to 100% remote candidates)
Compensation: $50-$55 converts to a base salary of $100,000–$110,000 + bonus (depending on experience) Employment Details: 4-month contract-to-hire opportunity, with conversion to permanent employment anticipated in March 2027.We are currently seeking candidates for an Investment Operations Application Support Analyst opportunity with a leading investment management organization. This position sits at the intersection of investment operations, portfolio accounting, and technology support. The individual will support the portfolio accounting platform, troubleshoot operational and data-related issues, maintain security master data, and serve as a key resource for investment operations and trading teams. Candidates who wish to work REMOTELY are eligible for the opportunity. All candidates considered must live in the United States.
Responsibilities:
  • Support portfolio accounting and investment operations systems
  • Perform security setup and maintenance using Bloomberg data
  • Investigate and resolve trade processing, data, and application support issues
  • Monitor end-of-day processing and exception management
  • Query and update data using SQLPartner with operations, trading, and technology teams to resolve issues and improve workflows
  • Support reporting, data validation, and corporate actions processing
Qualifications:
  • 3+ years of experience in investment operations, portfolio accounting, settlements, fund accounting, or a related investment management environment
  • Strong understanding of fixed income securities; derivatives exposure is a plus
  • Experience with Bloomberg
  • Working knowledge of SQL (queries, joins, updates)
  • Strong analytical, troubleshooting, and problem-solving skills
  • Excellent communication and customer service skills
If you are interested in learning more about the opportunity, please send your resume to Brian at.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$50-$55

Location

Salt Lake City, UT

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile