Mutual Fund Operations Analyst

Job Overview

Our Client, a Global Financial Services Firm, is seeking a Mutual Fund Operations Analyst in their Jersey City, NJ location. This role supports daily mutual fund trading operations, ensuring accurate and timely processing while delivering a high-quality client experience. The position requires strong attention to detail, collaboration across teams, and the ability to thrive in a fast-paced, deadline-driven environment.

• Monitor mutual fund trade queues to ensure successful daily order processing
• Research and respond to customer inquiries related to mutual fund trades, dividends, and corporate actions
• Process exception trades as needed to resolve discrepancies
• Enforce mutual fund trading rules and ensure compliance with fund prospectuses
• Support project initiatives, including QA testing and process improvements
• Collaborate with Operations and other internal stakeholders to deliver a seamless trading experience

• Strong written and verbal communication skills
• Proficiency in Microsoft Excel
• Ability to manage multiple detailed tasks simultaneously
• Strong problem-solving skills with the ability to work independently
• Comfortable working in a fast-paced, team-oriented environment
• Flexible and adaptable to changing priorities and responsibilities

• Finance or operations experience is a plus but not required