Junior Investment Operations Analyst
Salve.Inno Consulting•Boston, MA
6h
About The Position
We are seeking a Junior Investment Operations Analyst to join a global financial services environment supporting institutional trading activity and portfolio operations. This opportunity is ideal for early-career professionals looking to build hands-on experience at the intersection of trading support, client servicing, and operational risk control. The role sits within an investment operations team responsible for ensuring accuracy and efficiency across trade lifecycle processes.
Requirements
- 0-2 years of experience in finance (can include internships) within client services, operations or analytical roles.
- Bachelor’s degree in Business, Finance, Economics, Accounting or a related field.
- Strong Excel skills (PivotTables, XLOOKUP/VLOOKUP, data validation)
- High attention to detail and structured problem-solving mindset
- Ability to manage multiple tasks in a deadline-driven environment
- Interest in capital markets and institutional investing
- Permanent authorization to work in the US.
Responsibilities
- Support trade lifecycle processing from execution through settlement
- Monitor trade breaks and resolve discrepancies in coordination with internal teams
- Respond to institutional client inquiries related to trade status and settlements
- Reconcile positions, cash movements, and transaction activity
- Maintain accurate client and transaction documentation
- Escalate operational risks or inconsistencies in accordance with internal controls
- Assist in reporting and analysis of daily trading activity
- Contribute to process improvement initiatives
Benefits
- Structured onboarding and training program (3-4 weeks)
- Exposure to institutional investment operations and global financial markets
- Clear career development pathway within financial services
- Hands-on experience working with trading and client operations
- Collaborative and supportive team environment
- Competitive entry-level compensation and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
