Remote Investment Operations Analyst Job Description

🌟 Introduction: Where Innovation Meets Inclusion

Imagine joining a team where precision meets purpose, and every action contributes to a larger vision. As a Remote Investment Operations Analyst, you will serve as a key contributor in streamlining trade processes, settlements, reliable reporting, and operational excellence across our investment platforms. This opportunity is designed for individuals who not only value accuracy and consistency but also believe in building a workplace that celebrates diversity, fosters inclusion, and supports professional growth at every turn.

Here, we don’t just talk about empathy and collaboration — we live it. Our diverse team thrives on shared success, continuous learning, and the well-being of every member. Whether you’re crunching post-trade data, improving investment workflows, or liaising with portfolio teams, your work will matter.

🧠 Key Responsibilities: Impact with Every Task

As part of our remote-first investment operations team, you’ll wear many hats and thrive in the dynamic rhythm of global finance:

• Oversee and reconcile post-trade settlement activity across multiple asset classes, including equities, fixed income, and alternatives.
• Coordinate with custodians, fund managers, and counterparties to resolve discrepancies and ensure settlement timelines are met.
• Support investment accounting, trade matching, and cash management processes.
• Prepare investment activity reports, audit trail documents, and portfolio compliance checks.
• Partner with compliance and risk teams to enforce internal controls and reporting standards.
• Assist in automating operational workflows using investment operations platforms and cloud-based tools.
• Manage corporate actions, income processing, and asset servicing functions.
• Maintain up-to-date documentation of procedures to facilitate seamless integration for new team members.

🤝 Work Environment: Your Success is Our Success

We’re remote — and proud of it. But more than that, we’re collaborative to the core. Our investment operations team works closely across departments, continents, and cultures to foster transparent communication, mutual respect, and teamwork. We prioritize flexibility without sacrificing accountability.

Inclusion is a core value. We ensure every voice is heard and every contribution is valued. From virtual wellness check-ins to peer-led learning sessions, we champion a culture where belonging isn’t a buzzword — it’s a lived experience.

💻 Tools & Technology: Modern, Agile, and Scalable

We equip our team with the best digital tools to empower efficiency and accuracy:

• Investment management software (e.g., Clearwater, BlackRock Aladdin)
• Trade order management systems (e.g., Eze OMS, Bloomberg AIM)
• Reporting platforms (e.g., Tableau, Power BI) for investment performance monitoring
• Cloud-based productivity tools (e.g., Microsoft 365, Slack, Zoom) for seamless remote collaboration
• Custom-built dashboards to track cash flows, trade statuses, and fund metrics

Your comfort with digital tools will be a springboard for innovation and ongoing process improvements.

🧾 Qualifications: Your Skills, Your Edge

We’re not looking for perfection. We’re looking for people who are curious, dependable, and motivated to contribute meaningfully.

Must-Have Requirements:

• Undergraduate degree in areas such as Finance, Accounting, Business, or a related field
• 2–4 years of professional experience in investment operations, fund administration, or middle office functions
• Solid understanding of investment instruments and trade lifecycle processes
• Comfortable working independently in a remote setup
• Proficiency in Excel and experience with financial databases or reconciliation tools
• Strong communication skills to collaborate with diverse internal and external stakeholders

Bonus Points For:

• Exposure to regulatory reporting or audit preparation
• Experience with process automation or data visualization tools
• Prior work in a remote or hybrid team structure
• A genuine passion for building inclusive workplace environments

🌈 Inclusion & Belonging: Come As You Are

We recognize the value of diverse experiences, and we welcome that diversity wholeheartedly. Our team includes professionals from various cultural, educational, and professional backgrounds. Whether you're a parent rejoining the workforce, a career switcher with non-traditional experience, or someone living in a remote location, we see you, and we celebrate you.

Stories abound in our team: an analyst who started as an intern and now leads investment platform upgrades, a newcomer who introduced a more efficient trade reconciliation flow, a team member whose lived experience helped shape more accessible onboarding guides.

This isn’t just a job — it’s a space where you can belong, contribute, and thrive.

🚀 Growth & Learning: We Invest in You

We don’t just manage investments — we make them. In people. From day one, you’ll have access to:

• Mentorship programs tailored to remote professionals
• A quarterly learning budget to pursue courses and certifications
• Regular 1:1 sessions to talk through your career path, personal goals, and upskilling plans
• Internal mobility opportunities within our broader operations, compliance, or investment strategy teams

Your growth fuels our success. And we’re committed to both.

📈 Compensation & Benefits: More Than Just a Paycheck

• Annual salary: USD 85,807
• Adaptable work schedules aligned with your daily rhythm and time zone
• Generous vacation policy and wellness days
• Parental leave and support for all family structures
• Inclusive benefits covering mental health, physical wellness, and career development
• Virtual team-building events, book clubs, and cross-functional learning labs

We care for our people holistically and without compromise.

📣 Call to Action: Let’s Build Something Great Together

If you’re passionate about optimizing investment processes, collaborating across functions, and creating a future-ready workplace that truly supports everyone, we’d love to meet you.

✨ Apply today to become a part of a forward-thinking, remote-first, and people-centered investment operations team. Your skills matter. Your ideas are welcome. Your next chapter starts here.

Together, let’s redefine what a genuinely inclusive and impactful career looks like — no matter where you are.