Investment Operations Analyst

Tandym Group
Hartford, CT Contractor
POSTED ON 10/9/2024 CLOSED ON 11/8/2024

What are the responsibilities and job description for the Investment Operations Analyst position at Tandym Group?

We have an exciting opportunity to support a team in need of Investment Operations support. This role is offering a fully remote schedule, working on EST hours.

Responsibilities:

  • Populating Excel spreadsheets
  • Instructing custody bank to send wires
  • Communicating with brokers to confirm payment and settlement details
  • Comparing our trade details with broker/counter-party details to confirm they match; escalating and resolving variances
  • Researching position, cash and/or transaction reconciliation variances; driving to resolution of discovered issues

Qualifications:

  • Experience within investment operations
  • Derivatives experience would be strong plus or Corporate Treasury, as an alternative
  • Strong communication skills
  • Ideally holds experience with software such as Bloomberg, Clearwater, Simcorp Dimension
  • Sound excel skills
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