Investment Operations Analyst
About The Position
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience. 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 position includes a range of operational and analytical activities and provides hands-on exposure to Bloomberg, Aladdin, Databricks, and AI-powered solutions. The analyst will also participate in investment strategy meetings and observe investment discussions, developing operational, analytical, and technical skills and 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 desire to learn and develop within the investment management industry.
- Investigative mindset, strong problem-solving and analytical skills, and ability to manage multiple priorities in a dynamic environment.
Nice To Haves
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions.
Responsibilities
- Coordinate confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Use Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into insights, improve reporting and operational controls, automate manual processes, and increase 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 involving 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 benefits.
- 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 and 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
