Investment Operations Analyst

Overview

A research-driven investment management firm is seeking an Operations Analyst to support the day-to-day operational management of SMA strategies, ETF advisory relationships, and portfolio administration functions.

This role is focused on back-office and middle-office investment operations , including trade implementation, cash management, reconciliations, custodian coordination, operational reporting, and maintaining portfolio data integrity. The Operations Analyst will work closely with the investment team to ensure accurate execution and administration of investment strategies across custodial platforms.

This is not a portfolio management role . The position is operational in nature and centered on execution, oversight, and infrastructure support.

Key Responsibilities

Trade & Portfolio Operations

• Implement ...