Massachusetts Green Jobs

Job Title: Investment Operations Analyst

Location: Boston (Hybrid)

Job Description: Intermediate Level position performing duties to support client investment management operations. Setup and maintain databases and client files, process and confirm trades, research errors, failures, and inquiries. Resolve discrepancies and take action on matters and inquiries from clients and other departments. Bachelor's degree with emphasis in finance, accounting, or economics, or equivalent work experience. 4-7 years experience.

Job Responsibilities:

• Perform the duties related to processes that occur in the late afternoon/evening for the Boston Shareholder Services team including Client Trading and Client Support.

• Shareholder Services is responsible for the oversight of NAV distribution by our Custodian providers. In the event of a NAV delay, this position will manage the client communication and inquiry process through resolution, including executing the NAV delay checklist and working with IT as necessary for recovery.

• Apply understanding of complex internal structures and context surrounding information being processed to perform daily activities, including nightly in-kind processing.

• Maintain working knowledge of overall process operating model and assist with deployment of operational changes, including developing and implementing new initiatives and assisting with process re-engineering and systems integrations.

• Input trades and audit appropriately.

• Ensure the highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SSGA.

• Communicate trade settlements to our custodian providers in an accurate and timely manner.

• Operate as backup for team leader when they are unavailable.

• Build technical expertise and better understanding of marketplace nuances.

• Conform with the 'risk' escalation chain for operational issues and suspicious transactions.

• Perform other duties as needed.

Qualifications:

• 4+ years of experience in investment management with a specific focus on investment operations. Transfer agency experience a plus.

• Solid understanding of complex investment issues and investment vehicles with a desire to continuously improve investment knowledge.

• Knowledge of investment processes and how client cashflows impact the investment process.

• Excellent organizational and execution skills including the ability to prioritize and multi-task under time constraints.

• Ability to develop and maintain collaborative and professional relationships with internal and external clients and colleagues in global offices.

• Problem-solving skills in terms of understanding client objectives and developing effective and appropriate solutions to meet those objectives while balancing the inherent risks.

• Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) including a confident telephone presence.

• Strong attention to detail.

• Team player with a positive can-do attitude.

Must-Haves:

• Critical Thinking Skills

• Ability to work well both independently and as part of a team

• Excellent Attention to Detail

• Proficiency in Windows, Excel, Outlook, and the ability to navigate across multiple applications

• Strong email organization skills

Nice-to-Haves:

• Client Facing Operations Experience

• Familiarity with Transfer Agency responsibilities (pricing, trade processing, and settlement)

• Evidence of exceptional Problem-Solving Skills

Pay and Benefits

The pay range for this position is $35.00 - $40.00

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision

• Critical Illness, Accident, and Hospital

• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available

• Life Insurance (Voluntary Life & AD&D for the employee and dependents)

• Short and long-term disability

• Health Spending Account (HSA)

• Transportation benefits

• Employee Assistance Program

• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Boston,MA.

Application Deadline

This position will be accepting applications until Dec 20, 2024.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.