2026 NextGen Analyst - Operations

FINRA • Charlotte, NC

101d • $65,000 - $70,000 • Hybrid

About The Position

Join our dynamic team as an Investment Operations Analyst in a structured 2-year program designed for recent college graduates. Analysts will gain exposure to key operational functions like data operations, intermediary oversight, client reporting, and lifecycle management. Participants will engage in hands-on projects aligned with strategic transformation initiatives such as platform consolidation, API buildouts, and data quality remediation. Analysts will receive structured training in investment operations while collaborating with cross-functional teams including Investment Analytics, Technology, and Client Service. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week. Location(s): Charlotte, NC, or Milwaukee, WI.

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and organizational abilities.
• Familiarity with investment products and financial markets.
• Proficiency in Excel; experience with Bloomberg, Salesforce, or data visualization tools is a plus.
• Interest in operational excellence and data-driven decision-making.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Proactive mindset, showing initiative, intellectual curiosity, and a desire to learn and grow.

Responsibilities

• Monitor and reconcile investment transactions across asset classes.
• Support onboarding and maintenance of account master data and security/issuer domains.
• Assist in the implementation of new operational workflows and tools (e.g. Bloomberg, Vermilion, APX, Power BI, Salesforce).
• Analyze operational data to identify process improvements and risk mitigation strategies.
• Contribute to client reporting and performance attribution processes.
• Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.

Benefits

• Competitive compensation and benefits package.
• Onsite engagement opportunities in hub office locations, offering direct exposure to respective teams.
• Direct mentorship from experienced investment professionals.
• Robust project-based experience to enhance skills and future career prospects.
• Participate in monthly lunch & learn and additional networking opportunities.
• Inclusive and diverse work environment that values and respects every individual.
• Opportunity to contribute to high-impact projects shaping the future of investment operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Executive, Legislative, and Other General Government Support
• Education Level: Bachelor's degree