Investment Operations Analyst

A growing investment management firm is seeking an Operations Associate / Analyst to join its expanding team in Boca Raton, FL. This is an opportunity to work at the intersection of investment operations and technology, supporting the day-to-day functions that drive trading, client service, account administration, reporting, and operational efficiency.

Responsibilities

• Support daily investment operations, including trade execution, settlement monitoring, and reconciliations.
• Research and resolve trading and operational issues alongside custodians and internal teams.
• Assist with client onboarding, account maintenance, and portfolio administration.
• Prepare and review investment, client account, and compliance-related reports.
• Coordinate across investment, operations, and compliance teams to ensure efficient workflows.
• Identify opportunities to streamline processes and reduce manual work.
• Develop and maintain reporting tools, dashboards, and automated workflows.
• Support integrations between custodial platforms, portfolio management systems, CRM platforms, and internal databases.
• Assist with technology projects, system enhancements, testing, and troubleshooting.
• Document operational and technology workflows to support future growth and scalability.

Qualifications

• Excellent attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Excel and Microsoft Office applications.
• Ability to work independently and collaboratively within a fast-paced environment.
• Strong initiative, intellectual curiosity, and desire to learn new systems and technologies.
• Experience in investment operations, trading support, settlements, reconciliations, custodial platforms, or portfolio management systems is preferred.
• Experience with Python, SQL, automation, APIs, database management, software development, or systems integration is highly attractive.

Location: Boca Raton, FL
Schedule: 5 days per week in office