About the role
Operations Associate
Boston, MA (Hybrid)
An established investment management firm is seeking an Operations Associate to join its investment operations team. This individual will support key operational processes across investment portfolios, working closely with finance, fund management, and investor-facing teams. The role offers exposure to portfolio operations, reconciliation, reporting, process improvement initiatives, and day-to-day oversight of investment activity.
This is an excellent opportunity for an early-career professional interested in developing a strong foundation within investment operations and asset management.
Responsibilities
* Support daily operational activities related to investment portfolios and managed accounts.
* Perform cash, position, and transaction reconciliations across multiple counterparties and service providers.
* Monitor trading activity and assist with the resolution of operational discrepancies.
* Review and reconcile records maintained by external administrators and custodians.
* Assist with monthly, quarterly, and year-end reporting processes.
* Analyze investment transactions and operational workflows to ensure accuracy and efficiency.
* Partner with internal stakeholders to support fund launches, asset transfers, and other strategic initiatives.
* Identify opportunities to enhance controls, improve processes, and increase scalability.
* Assist in preparing reports and analyses for management and other business partners.
* Support a variety of ad hoc projects across operations, finance, and investment teams.
Qualifications
* Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
* Experience within investment operations, fund operations, financial services, asset management, banking, or a related environment preferred.
* Strong Excel skills and comfort working with large data sets.
* Strong analytical and problem-solving abilities.
* Detail-oriented with excellent organizational skills and follow-through.
* Ability to manage multiple priorities and work effectively in a fast-paced environment.
* Strong written and verbal communication skills.
* Experience reviewing operational, financial, or legal documentation is a plus.
* Team-oriented mindset with a willingness to learn and contribute across functions.
Compensation & Benefits
* Base salary is expected to fall between $70,000 and $85,000 , depending on experience and qualifications.
* Eligible for annual bonus compensation.
* Comprehensive health, dental, and vision coverage.
* Retirement savings plan with employer contribution.
* Generous paid time off and holiday schedule.
* Professional development and career advancement opportunities.
* Competitive overall benefits package.
If you are interested in being considered for this opportunity, please submit your application for review. Qualified candidates will be contacted directly regarding next steps.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
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