Investment Operations Analyst - Client Results

About the Firm

We are a global investment management firm with approximately $50 billion in assets under advisement across equity and fixed-income strategies. We are evolving how we serve clients and deliver results. As data, automation, artificial intelligence, and changing market structures reshape the industry, we are strengthening the people, processes, controls, and technology that support client outcomes.

The Client Results team ensures that client data, accounting records, performance results, and reporting are accurate, explainable, and supported by strong controls.

We are exploring how better data, connected systems, automation, and AI can help us work more efficiently, uncover patterns and insights, analyze information more effectively, and continuously improve how work is performed. We value people who understand operational details, ask incisive questions, test assumptions, evaluate evidence from multiple sources, and translate creative ideas into reliable improvements.

This is an opportunity for an intellectually curious professional who wants to build broad expertise in investment management while helping shape how investment operations evolve.

THE ROLE

We are seeking an Investment Operations Analyst with strong analytical, critical-thinking, and creative problem-solving skills. The analyst will interpret complex data, understand how financial systems interact, exercise independent judgment, strengthen operating controls, and use automation and AI to generate insights and solve meaningful operational problems.

The successful candidate will develop expertise in and assume increasing ownership of the processes that move investment data from trading and custody through accounting, performance, compliance, and client reporting. The analyst will investigate issues, assess their financial and operational impact, coordinate resolution, and help make the operating environment more accurate, connected, scalable, and resilient.

As the analyst’s knowledge and experience grow, they will increasingly investigate issues independently, recommend solutions, drive resolution, and own assigned processes. Strong candidates go beyond executing existing processes: they understand their purpose, challenge assumptions, and design better ways of working.

KEY RESPONSIBILITIES

• Build a front-to-back understanding of how investment decisions become transactions, accounting records, performance results, and client reporting and use that knowledge to improve the flow and integrity of information.
• Develop expertise in investment accounting, reconciliations, trade settlements, corporate actions, and client reporting, and apply that expertise to independently research, analyze, and resolve issues and exceptions.
• Progress from executing assigned work to owning and redesigning business processes that reduce repetitive work, improve data quality, and strengthen client outcomes.
• Build effective working relationships with internal teams and external service providers to understand needs, coordinate solutions, and implement improvements across functions and systems.

WHAT STRONG CANDIDATES BRING

• Demonstrated ability to evaluate complex information, question assumptions, connect ideas across systems, and use process design, automation, analytics, and AI to translate insights into practical, reliable, and scalable improvements.
• Curiosity about investment management and financial markets, with an interest in learning how investment operations, systems, and data support client outcomes.
• Strong attention to detail, sound judgment, accountability, and communication skills, with the ability to learn quickly and collaborate across teams.
• A quantitative or analytical foundation is valued, but no particular major is required. Familiarity with Excel, AI, workflow automation, analytics, Python, or Power Query is helpful but not essential. We invest in candidates who demonstrate analytical ability, intellectual and financial curiosity, sound judgment, adaptability, and a commitment to learning investment operations.

WHAT YOU WILL GAIN

• Learn from experienced colleagues across the firm while taking on meaningful responsibility and increasing ownership as your knowledge grows.
• Build a strong foundation in investment management through hands-on experience across investment operations, financial data, accounting, performance, and client reporting.
• Innovation with purpose: Use data, automation, and AI to solve real investment operations problems rather than pursue technology for its own sake.
• Competitive compensation and benefits.