Associate Operations Analyst (Financial Operations)

Location: Wakefield, MA, United States — hybrid

Salary: $60,000–$70,000 USD annually

Company

hirify.global provides a platform and outsourced services supporting managed account operations for financial services clients.

What you will do

• Support managed account operations across reconciliations, account administration, corporate actions, security master processes, and performance oversight and reporting.
• Process and document account openings, maintenance requests, terminations, funding activities, indexing, and document archiving.
• Perform account-level reconciliations covering cash balances, positions, transactions, and tax lots; identify and resolve breaks.
• Apply knowledge of security types, pricing methodologies, and security-type mappings to daily operations.
• Support client onboarding, system testing, platform upgrades, workflow redesign, new product implementations, and operational improvements.
• Collaborate with internal operations, technology teams, colleagues, and sponsor partners to resolve exceptions and maintain service accuracy.

Requirements

• BA/BS degree required.
• 0–1 years of experience in managed accounts, investment operations, or a similar financial services role.
• Strong knowledge of financial operations, including trade processing, reconciliation, account maintenance, and data integrity.
• Familiarity with Separately Managed Accounts, including workflows, account structures, and operational requirements.
• Advanced Microsoft Excel skills, including pivot tables, lookups, and functions.
• Ability to collaborate effectively with colleagues, sponsors, and cross-functional partners.
• Ability to work independently, prioritize tasks, exercise sound judgment, and manage competing priorities in a fast-paced environment.
• Strong customer service, communication, and interpersonal skills.

Nice to have

• VBA experience.
• Experience with the hirify.global platform.

Culture & Benefits

• Hybrid work arrangement in Wakefield, Massachusetts.
• Inclusive workplace committed to equal opportunity and diversity.
• Company-paid medical premiums covering 90%.
• Competitive time-off program and other variable compensation, if eligible.
• Compensation is market-based and depends on skills, experience, qualifications, job scope, and location.