Portfolio Operations Analyst

We are seeking a Portfolio Operations Analyst to support the ongoing coordination and oversight across a range of structures, including Mutual Funds, Hedge and Private Equity Funds, and Collective Funds across the U.S., Canada, Ireland (UCITS), and the UK.

Requirements

• BS/BA in in Finance, Accounting, Economics, STEM or the equivalent in work experience
• Three to five years of financial services experience
• Strong understanding of investments including equity, fixed income, alternative asset classes and understanding of derivatives products
• Strong understanding mutual fund operations
• Attention to detail and the ability to prioritize responsibilities
• Ability to manage multiple tasks simultaneously while maintaining a high level of accuracy
• Strong communication skills
• Excellent project management and organizational skills
• Exceptional leadership and interpersonal skills

Benefits

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• Hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks