Investment Analyst

Job Title: Investment Analyst Advanced (>6 years)

Location: Jersey City, NJ or Brooklyn, NY

Duration: Contract - 12 months

Pay Range: $67/hr to $70/hr (W2)

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Niche Support Personnel - Investment Analyst Advanced to join our dynamic team. The ideal candidate will have strong experience in IB Operations with derivatives and a proven ability to manage client portfolios, execute accurate fund and investor processing, and deliver timely reporting in a control-focused environment.

Responsibilities:

• Process accurate and timely fund and investor level activity, including NAV entry, series consolidation, capital activity, and contact/wire updates.


• Serve as the primary contact for a portfolio of clients and resolve inquiries across phone and email promptly and accurately.


• Perform completeness reviews in a quality assurance capacity for investor and fund activity to ensure work is audit ready.


• Produce and review client and investor reporting, including monthly and quarterly statements, contract notes, order acknowledgements, and regulatory reports.


• Execute ad-hoc reporting such as board reports, system extracts, K-1 distributions, and audit requests.


• Manage final signoff for investor transactions and resolve outstanding documentation, including KYC/AML requirements.


• Follow established processes and procedures and recommend improvements to enhance accuracy, reduce redundancy, and mitigate risk.

Required Skills & Qualifications:

• 6+ years of experience in IB Operations, including 2+ years of derivatives knowledge.


• Knowledge of credit default swaps and credit spread products.


• Strong analytical and problem-solving skills with attention to controls and audit readiness.


• Proficiency with fund accounting workflows, client reporting, and investor lifecycle documentation including KYC/AML.

Preferred Skills:

• Experience with hedge fund operations and investor services platforms.


• Background in process improvement within large financial institutions.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.


• Opportunities for growth with global clients.


• A supportive, inclusive culture that values innovation and people.


• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.