Investment Operations Analyst Boston, MA

Job Description Investment Operations Analyst

We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry‑level position, providing an excellent opportunity to gain hands‑on back‑middle office experience with a top‑tier Investment Management firm. This is a contract‑to‑hire opportunity, paying $20/hour within a 40‑hour work week.

• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings and income receivables for client portfolios
• Research and report variances and incorrect holdings within accounts and maintain correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly
• Use Bloomberg to research portfolio discrepancies between the organization and the Bank

• B.S. in Finance or Economics
• GPA above 3.0
• 0-1 years of experience (internships included)
• Strong Excel Skills (v-lookups & pivot‑tables)
• Ability to work well in a team
• Demonstrated interest in Investment Operations
• Excellent communication and interpersonal skills
• Detail‑oriented, highly organized, and eager to learn

For immediate consideration, interested and qualified candidates should send their resume to Lydia at