Operations Specialist – Securities Operations Analyst/ Investment Operations

Responsibilities

• Manage and execute operational needs of the firm in a fast-paced environment
• Demonstrate strong analytical and problem-solving skills
• Take a proactive approach to problem solving
• Handle multiple tasks simultaneously and stay organized
• Provide high-quality customer service
• Identify opportunities for process improvement
• Stay up-to-date on industry best practices and regulations
• Develop and implement operational procedures and policies
• Prepare and present operational reports to management

Qualifications

• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges
• We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving
• This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment

Skills

This role involves continuous communication throughout the day to ensure adequate team coverage for all functions. The candidate should be a proactive communicator.

Education

• Required: 3–6 years of experience in the financial services industry
• High school diploma; bachelor's degree preferred but not required
• Must have a background in data validation and reconciliation.
• Basic knowledge of investment securities is required.

This role involves continuous communication throughout the day to ensure adequate team coverage for all functions. The candidate should be a proactive communicator.