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Investment Operations Analyst

Job ID: 1783783
OA Reference: MH1113CFAPA

  • $85,000 to $110,000
  • Tucson, 85715

Position Overview
Are you a detail-oriented professional with a passion for investment operations? We’re seeking an Investment Operations Analyst to join our team in a dynamic role that combines analytical expertise with operational excellence. This position offers the flexibility of a hybrid work schedule, allowing you to balance in-office collaboration with remote productivity.

As an Investment Operations Analyst, you’ll play a critical role in ensuring the smooth execution of investment processes, supporting portfolio management, and contributing to the success of a fast-paced, results-driven environment.

Key Responsibilities
Oversee daily investment operations, including trade settlements, reconciliations, and cash management.
Collaborate with portfolio managers and other stakeholders to ensure accurate and timely reporting.
Analyze and resolve discrepancies in investment data, ensuring compliance with regulatory
standards.
Support the implementation of process improvements to enhance operational efficiency.
Maintain accurate records and documentation for audits and internal reviews.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2+ years of experience in investment operations, financial services, or a similar role.
Strong analytical and problem-solving skills with a keen attention to detail.
Proficiency in financial software and tools, with advanced Excel skills preferred.
Excellent communication and organizational abilities.
A collaborative mindset and the ability to thrive in a hybrid work environment.
Why This Role is Attractive
Hybrid Work Schedule: Enjoy the flexibility of working both remotely and in-office.
Professional Growth: Join a team that values continuous learning and career development.
Impactful Work: Contribute to critical investment operations that drive organizational success.
How to Apply
Ready to take the next step in your career? We’d love to hear from you! Submit your resume today to be considered for this exciting opportunity as an Investment Operations Analyst.

We are committed to fostering an inclusive workplace and encourage candidates from all backgrounds to apply.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Manda
Branch Phone:
Location:
Tucson, AZ