Senior Investment Operations Analyst

Join a collaborative investment operations team supporting a sophisticated institutional portfolio across public and private markets. As a Senior Investment Operations Analyst, you will ensure the quality and reliability of investment data supporting decision-making, accounting, reporting, and regulatory requirements. This role offers the opportunity to solve complex data challenges, improve processes through automation and technology, and partner with investment, accounting, treasury, and technology teams. Apply now to bring your investment operations expertise to a team focused on driving stronger business outcomes!

Work Model:

• Hybrid

What You Will Do:

• Oversee investment operations, including investment data, security setup, transaction processing, portfolio activity, and record accuracy across systems and reporting platforms
• Analyze and resolve complex investment data issues impacting accounting, performance measurement, reporting, and portfolio operations
• Research investment activity across fixed income, private debt, structured products, alternative investments, and other institutional asset classes
• Collaborate with portfolio managers, traders, accountants, custodians, administrators, and technology teams to support daily operations and strategic initiatives
• Investigate valuation changes, cash movements, income activity, corporate actions, and other portfolio events
• Improve processes by identifying control gaps, reducing manual work, implementing scalable solutions, and enhancing operational reporting and monitoring
• Support new investment products, managers, strategies, and system capabilities through operational readiness, data requirements, user acceptance testing, and system validation
• Maintain operational documentation, workflows, and controls to support governance, audits, and business continuity
• Provide technical guidance, mentor team members, and contribute to cross-functional projects

What You Will Need to Be Successful:

• Bachelor’s degree in finance, accounting, economics, mathematics, business, actuarial science, or a related field
• 5+ years of experience in investment operations, middle office, investment accounting, investment data management, performance operations, or institutional asset management
• Experience with institutional investment portfolios and lifecycle events, including securities, investment transactions, cash management, and operational controls
• Strong analytical and problem-solving skills with the ability to independently research, troubleshoot, and resolve complex investment-related issues
• Ability to manage multiple priorities accurately in a fast-paced environment and communicate effectively with technical and non-technical stakeholders
• Experience in insurance, asset management, pension, endowment, foundation, wealth management, or other institutional investment environments
• Exposure to fixed income, structured products, private credit, commercial mortgages, alternatives, private placements, or other complex investments
• Experience with investment accounting, performance measurement, security master data, portfolio reporting, or IBOR platforms
• Familiarity with market data vendors, custodial feeds, pricing sources, and investment technology ecosystems
• Experience using SQL, Power BI, Power Query, Python, Alteryx, Tableau, or similar technologies to analyze and improve investment operations data
• CFA, CAIA, CPA, CIPM, or progress toward a designation preferred

Benefits Overview:

• Medical, dental, and vision insurance
• $100,000 – $130,000 per Year

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.