Entry Level Finance Opportunity

Position Summary

The Financial Operations Analyst will support the day-to-day operational and financial activities of an investment management organization. This entry-level position is ideal for someone who is interested in building a career within financial services, asset management, or investment operations.

The Analyst will assist with transaction processing, account and cash reconciliations, financial reporting, data validation, and operational controls while working closely with investment, accounting, treasury, and operations teams. The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.

Key Responsibilities

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and escalate outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Qualifications

• Bachelor’s degree in Business – Finance, Accounting, Economics, Business Administration, or a related field.
• 0-2 years of experience in financial services, accounting, banking, investment operations, or a related internship preferred.
• Strong proficiency in Microsoft Excel, including formulas, sorting/filtering, pivot tables, and data analysis.
• Strong analytical and problem-solving skills.
• High level of accuracy and attention to detail.
• Ability to organize multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across finance, accounting, investment, and operations teams.
• Interest in investment management, capital markets, financial products, and financial operations.

Preferred Qualifications

• Internship or academic experience involving investment management, asset management, banking, accounting, or financial analysis.
• Familiarity with investment products such as equities, fixed income, mutual funds, ETFs, or alternative investments.
• Exposure to financial systems, portfolio accounting platforms, Bloomberg, or other investment-related technology is a plus.