Massachusetts Jobs

Description We are offering a contract for an Investment Operations Analyst position in Boston, Massachusetts, with the potential for a permanent role. This role is integral to our team, with responsibilities encompassing client investment management operations, database maintenance, trade processing, and customer inquiries resolution.

Responsibilities:

• Accurately and efficiently process client credit applications

• Input and audit trades appropriately

• Maintain accurate customer credit records

• Resolve discrepancies and inquiries from clients and other departments, ensuring the highest client satisfaction

• Oversee the distribution of NAV by our Custodian providers, managing the client communication and inquiry process in the event of a NAV delay

• Provide backup for team leader as needed

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

• Maintain a working knowledge of the overall process operating model, assisting with the deployment of operational changes

• Develop technical expertise and a better understanding of marketplace nuances

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

• Perform other duties as assigned. Requirements • Strong communication skills, both written and verbal, for effective and detail oriented interaction with colleagues and clients.

• Proficiency in Microsoft Excel for data analysis, financial modeling, and reporting.

• Ability to provide training and guidance to entry level staff members.

• Operational knowledge and understanding of business processes and procedures.

• Research skills to investigate and resolve issues or discrepancies.

• Commitment to quality and consistent attention to detail.

• Experience with database management and data entry.

• Proficient in detail oriented email correspondence.

• Familiarity with audit procedures and compliance requirements.

• Proficiency in Microsoft Outlook for scheduling, communication, and task management.

• Knowledge of 'About Time' software or similar time management tools.

• Basic understanding of finance principles and practices.

• Knowledge of pricing strategies and financial forecasting.

• Excellent communication skills for presenting complex information in an understandable manner.

• Experience with system integration and implementation.

• Ability to manage client relations and expectations.

• Comfort with video conferencing and virtual communication tools.

• Familiarity with Windows OS and its applications.

• Experience in the financial services industry.

• Ability to provide oversight and leadership for operational tasks.

• Knowledge of backup technologies, recovery procedures, and risk management.

• Experience with deployment of operational changes or system updates.

• Ability to manage placement of resources and staff.

• Understanding of recovery procedures and disaster recovery planning.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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