Investment Operations Analyst

Job description

Position Summary The primary focus of the Investment Operations Analyst is to analyze processes, identify opportunities for improvement, and help implement operational efficiencies across the Investment Department. The candidate should possess a strong understanding of the wealth management industry. Key responsibilities and objectives: - Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency - Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system - Assist with general investment platform projects - Enhance and produce Investment Department management reports - Inventory internal reports, alerts and other systematic communication that are sent - Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios - Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues - Special projects, as needed Requirements: Securities licenses wil...