Operations Analyst, Investments

Arch Insurance Group Inc.•Raleigh, NC

1d•Onsite

About The Position

This role is an entry-level position within the Trade Operations team at Arch Investment Management (AIM), reporting to the VP, Operations Manager. The Investment Trade Operations Analyst will support the daily operational activities required to ensure accurate and timely processing of investment transactions across AIM portfolios. The Analyst will work closely with internal teams (portfolio management, legal/compliance, performance) and external service providers (custodians, brokers, administrators) to learn and assist in delivering effective operational support to the firm. This position is well-suited for a recent graduate with an interest in investment operations and financial markets who is eager to build foundational knowledge across both traditional and alternative asset classes.

Requirements

Basic understanding or strong interest in financial markets and investment products
High attention to detail and strong organizational skills
Strong communication skills and ability to work collaboratively in a team environment
Willingness to learn and take direction from senior team members
Ability to manage multiple tasks and prioritize effectively
Positive attitude and ability to work in a fast-paced environment
Proactive mindset with a desire to build technical knowledge over time
Bachelor’s degree in Finance, Accounting, Economics, or a related field
0–2 years of experience

Nice To Haves

internship experience in finance or operations preferred but not required

Responsibilities

Daily dashboard monitoring of trades and settlements for all portfolios
Investigate and resolve all trade breaks, fails or issues; coordinate with trading, custodian, accounting and risk service providers to resolve outstanding issues
Interact with the custodian and executing brokers to resolve trade breaks
Address and rectify exceptions between third party service providers
Coordinate processing of securities transfers; receive and monitor requests; support portfolio management in security selection as needed; communicate with entity representatives and ensure proper transactions have been completed
Notify portfolio managers and process voluntary corporate actions
Work on ad-hoc projects, contribute ideas and recommendations to improve process efficiencies and increase risk mitigation
Create and deliver on metrics reporting