Investment Operations

  • Location: Boston, MA, Massachusetts
  • Type: Perm (Contingency)
  • Job #29821

Hourly Rate Range: $50,000-$60,000

Location: Boston, MA


We are looking for someone with experience in financial services who is familiar with the tools and technology to fostering business development.


  • Working with senior members of the team, help support the timely preparation, review and completion of client transaction documentation across various asset classes.
  • Support key portfolio and trade operations functions, leveraging core CA applications to ensure timely trade confirmation and settlement processing, ongoing updates to liquidity terms and maintenance of core client documentation.
  • Provide ongoing support in monitoring client specific communications and events including capital calls, distributions and corporate actions and ensure timely escalation and execution.
  • Proactively contribute to ongoing projects and initiatives via detailed testing, data analysis, documentation and support of process enhancements.
  • Provide ongoing support to ad-hoc client projects and deliverables ensuring timely follow up, tracking and communication of deliverables.


Qualifications and Education:

  • At least 1-2 years of related work experience within financial services operations gained via roles within asset management, fund accounting/administration, transfer agency, custody operations, etc.
  • Knowledge/familiarity of portfolio accounting and/or trade operations supporting investments across asset classes including ETFs, Mutual Funds, Hedge Funds, Private Equity, UCITS, etc.
  • Outstanding attention to detail, highly organized and ability to work in a fast-paced collaborative environment
  • Exceptional written and oral communication skills coupled with a strong client service mind-set
  • Strong analytical abilities as well as the ability to work independently or as part of a team
  • Adept at learning new technology as well as the ability/comfort working with data
  • Professional, focused, and disciplined approach to work responsibilities
  • Experience in Adobe Acrobat and Microsoft Office Suite, including Excel, Outlook, and Word
  • All candidates must be eligible to work in the United States without sponsorship or restrictions


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 29821