Investment Floor Operations Analyst

Victory CapitalBoston, MA
$65,000 - $80,000

About The Position

The Investment Floor Operations Analyst serves as a key operational partner within the Investment Administration team, working alongside Investment Floor Operations team to support the day-to-day functioning of Pioneer Investments. This is an excellent opportunity for an early-career professional with mutual fund or securities industry experience to develop a broad, cross-functional understanding of investment operations while working in close proximity to portfolio managers, traders, and senior leadership. The ideal candidate is a self-starter with sharp organizational instincts, a service-oriented mindset, and the composure to juggle multiple priorities in a fast-paced environment — someone who is easy to work with, eager to learn, and comfortable taking direction while also showing initiative.

Requirements

  • Undergraduate degree in Business, Finance, or a related analytical field
  • 1 to 3 years of relevant work experience in the mutual fund or securities industry; operational experience strongly preferred
  • Strong organizational skills with the ability to manage multiple workstreams simultaneously
  • Effective oral and written communication skills
  • Excellent time management capabilities and the discipline to meet deadlines
  • Demonstrated ability to multi-task in a dynamic, deadline-driven environment
  • Proficiency in Microsoft Excel, Word, and familiarity with database applications and the Windows operating system

Nice To Haves

  • Exposure to Bloomberg or similar industry platforms is a plus

Responsibilities

  • Serve as a direct support resource to the Director, Investment Floor Operations across daily operational tasks and ad hoc projects
  • Assist in managing operational aspects of the Investment Floor, ensuring smooth day-to-day functioning
  • Help coordinate and track the semi-annual Broker Vote process and related interaction tracking
  • Assist in maintaining relationships with key vendors and research providers (e.g., Bloomberg, MSCI, ICE)
  • Help facilitate onboarding of new resources and manage access provisioning for Investment staff in coordination with the centralized vendor management team
  • Support local and global reporting needs
  • Assist with monthly headcount and AUM tracking reporting
  • Support the documentation of existing operational processes and assist in developing new ones as the department evolves
  • Help manage and track permissions and access rights for US Investment Department members
  • Maintain organized records, files, and open issue logs according to established procedures
  • Act as a responsive point of contact for internal requests for information related to Pioneer Investments operational matters
  • Liaise, as needed, with internal stakeholders across Pioneer Investments and Victory Capital on integration-related initiatives
  • Interact professionally and effectively with individuals at all levels, including senior executives and portfolio managers

Benefits

  • Medical
  • Dental
  • Vision plans
  • Flexible PTO
  • Family Medical and Disability Leaves
  • Education Tuition Reimbursement
  • 401k plan with a generous employer match
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