A leading global investment organization is seeking a Senior Analyst, Investment Operations to support the management and expansion of its growing investment portfolio. This position sits within the investment operations group and offers exposure to a broad range of asset classes, including public and private investments.
About the Role:
The successful candidate will work closely with the investment, accounting, and technology teams to ensure efficient trade settlement, liquidity management, and operational integrity across a complex, evolving platform. This is an exceptional opportunity for a high-performing finance professional to join a dynamic, globally integrated environment known for long-term growth and cross-functional collaboration.
What You’ll Do:
- Support trade lifecycle processes across public and private asset classes, ensuring timely settlement and reconciliation.
- Execute treasury functions including liquidity management, cash positioning, and wire transfers.
- Assist in onboarding new trading counterparties and coordinating KYC documentation.
- Reconcile investment positions and cash activity across internal systems and external administrators.
- Collaborate with accounting, legal, and investment teams to implement new products and complex transactions.
- Contribute to process improvement initiatives and system integrations alongside the technology team.
- Prepare ad-hoc reporting for internal stakeholders and management.
- Participate in ongoing operational enhancements and data integrity projects.
What You Bring:
- 5+ years of experience in investment operations, middle office, or fund accounting.
- CPA, CFA, or CAIA designation (or in progress) strongly preferred.
- Bachelor’s degree in finance, accounting, or a related discipline.
- Solid understanding of trade lifecycle processes, particularly in alternatives and fixed income.
- Proficiency in Excel and strong analytical skills; Power BI or VBA exposure is an asset.
- Exceptional attention to detail and ability to manage multiple priorities.
- Collaborative, proactive, and self-directed approach with strong communication skills.
- Exposure to insurance-related investments or regulatory environments is a plus.
Why Join:
This role offers an opportunity to work within a high-performing, globally respected investment platform that values long-term growth, professional integrity, and innovation. The team fosters a culture of collaboration and development, providing exposure to sophisticated asset strategies and cross-functional leadership.
