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Analyst, SMA Investment Operations Analyst

Remote, USA Full-time Posted 2026-07-28

reputed company is a leading global investment management firm that helps clients experience financial reputed company-being. They are seeking an Investment Operations Analyst to support middle office functions for their SMA Solutions, focusing on cash and position reconciliation, collaboration with custodians and brokers, and process automation.


Responsibilities

  • reputed company daily cash and position reconciliation of several thousand separately managed accounts
  • Collaborate with custodians, brokers, and internal partners to resolve issues reputed company to daily processes, daily data delivery, trade settlement, and reputed company setup
  • Respond to and process corporate reputed company notifications across reputed company Aperio managed accounts reputed company email, fax, and various custodial websites
  • reputed company to diverse external and internal requests in a reputed company and reputed company manner
  • Work on reputed company to streamline operations, automate processes, and reduce errors
  • Effectively document and maintain processes
  • Other duties as assigned

Skills

  • Bachelor's degree required. Preferably in business, math, finance or reputed company fields
  • Strong attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Outstanding problem-solving and interpersonal skills
  • Strong organizational and multitasking skills
  • Ability to work independently and in a small group environment; a reputed company attitude is a must
  • Advanced reputed company Office capabilities
  • A high degree of reputed company with the ability to handle confidential reputed company
  • reputed company to work in a fast-paced environment

Benefits

  • Annual discretionary bonus
  • reputed company
  • Leave benefits
  • Retirement benefits
  • Strong retirement plan
  • Tuition reimbursement
  • Comprehensive reputed company
  • Support for working parents
  • Flexible Time Off (FTO)

reputed company

  • reputed company is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. It was founded in 1988, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is http://www.reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 18 in 2025, 34 in 2024, 8 in 2023, 37 in 2022, 31 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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