Investment Trade Operations Analyst
We are currently seeking candidates for an Investment Trade Operations Analyst opportunity with a leading Financial Services firm located in Boston, MA. This is an excellent entry-level opportunity to gain hands-on experience supporting daily investment operations and transaction processing within a collaborative operations team. Comprehensive on-the-job training will be provided, making this an ideal role for candidates looking to begin a career in financial services.
This is a 6+ month contract opportunity, paying $20-$24/hour within a 40-hour work week. The position follows a hybrid schedule (3 days onsite / 2 days remote). Candidates must be local to the Greater Boston area and available to work onsite in Boston, MA, three days per week.
Responsibilities:
- Support daily operational processing for investment and securities-related transactions
- Review, process, and reconcile transaction activity to ensure accuracy and timely completion
- Process corporate action events, payments, and client account updates
- Monitor account activity and investigate discrepancies or exceptions
- Communicate with internal teams and external partners regarding transaction status and outstanding items
- Maintain accurate operational records and complete reporting as required
- Ensure all activities are completed in accordance with established procedures and deadlines
- Assist with additional operational projects and process improvement initiatives as needed
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field preferred
- 0–2 years of professional experience (internships included)
- Strong proficiency in Microsoft Excel
- Excellent written and verbal communication skills
- Strong analytical, organizational, and problem-solving abilities
- High attention to detail and the ability to manage multiple priorities
- Interest in financial services, investment operations, or capital markets
- Ability to work independently and collaboratively in a team environment
For immediate consideration, interested and qualified candidates should send their resume to Jackson at [email protected]
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