Investment Operations Analyst

Berkley • Greenwich, CT

6d

About The Position

Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst to join its team. Berkley Dean manages a multi-billion-dollar global investment portfolio spanning fixed income, equities, alternative investments, and externally managed funds. The analyst will work as part of a small, collaborative team and interact with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals. The role provides exposure to operational and analytical activities, investment strategy meetings, and real-world investment discussions, as well as hands-on experience with Bloomberg, Aladdin, and Databricks. The position is intended for someone seeking to develop operational, analytical, and technical skills and gain a broad understanding of the investment process.

Requirements

• Bachelor's degree required.
• One to two years of relevant professional experience.
• Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
• Strong verbal and written communication skills.
• Highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within investment management.
• Investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.

Nice To Haves

• Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions.

Responsibilities

• Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
• Use Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting and operational controls, automate manual processes, and increase operational efficiency.
• Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
• Reconcile cash balances and transactions against custodian records and internal systems.
• Produce portfolio, operational, regulatory, and management reporting.
• Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
• Communicate with brokers, custodians, and internal stakeholders to facilitate operations and resolve issues.
• Support ad-hoc analyses, reporting requests, and process improvement initiatives.

Benefits

• Medical, dental, and vision coverage.
• Flexible Spending Account, Health Savings Account, and Health Reimbursement Arrangement.
• Short- and long-term disability insurance.
• 401(k), profit sharing, and Employee Stock Purchase Plan.
• Life, Accidental Death & Dismemberment, travel, and additional life insurance.
• Employee Assistance Program.
• Paid time off, including vacation, sick time, and holidays.
• Wellness program.
• Industry-related education and exams.
• Industry-related tuition assistance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level