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Investment Trade Operations Analyst

Daley and Associates

  • Quincy, MA
  • 24 days ago
  • $28–$35 Per Hour

Highlights

The Investment Trade Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing processes, and researching and resolving discrepancies. We are currently seeking candidates for an Investment Trade Operations Analyst opportunity with a highly successful investment management firm located in Quincy, MA.

Numbers & Facts

LocationQuincy, MA
IndustryStaffing/Employment Agencies
Salary$28–$35 Per Hour
Company Size20 to 49 employees
Year Founded2005
Websitehttp://daleyaa.com/

Description

Investment Trade Operations Analyst
We are currently seeking candidates for an Investment Trade Operations Analyst opportunity with a highly successful investment management firm located in Quincy, MA. The Investment Trade Operations Analyst will support trade operations by processing, reviewing, and confirming trades, conducting nightly pricing processes, and researching and resolving discrepancies. The ideal candidate will have 1-3+ years of investment operations, trade support, or financial services experience.

This is a 6+month contract-to-hire role paying between $28-$35/hour (depending on experience). This role supports a hybrid work model.

Responsibilities:

  • Assist in investment operations and nightly pricing processes
  • Support trade operations by processing, reviewing, and confirming trades
  • Identify, research, and resolve standard trade errors, discrepancies, exceptions, and processing failures
  • Work collaboratively with internal and external teams to investigate and resolve operational inquiries
  • Communicate transaction issues, status, and resolution, and escalate as needed
  • Comply with company standards and procedures
  • Follow established procedures while ensuring compliance and contribute to process improvement as needed
  • Assist with additional responsibilities
Qualifications:
  • Bachelor’s degree in Accounting, Economics, Finance, Business, or a related field required
  • 1-3+ years of experience in investment operations, trade support, or related financial services (including internships and co-ops)
  • Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
  • Knowledge of AI tools a plus
  • Strong attention to detail
  • Excellent communication skills and demonstrated ability to manage multiple priorities


For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com

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About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

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