19 часов назад
Analyst, Investment Liaison (Investment Operations)
69 500 - 118 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst, Investment Liaison (Investment Operations): Supporting the implementation, management, and operational execution of investment strategies across fixed income, multi-asset, equity, or private asset management with an accent on portfolio support, stakeholder coordination, reporting, and operational readiness. Focus on analyzing investment data, improving processes with Excel, Python, SQL, and AI-enabled tools, and coordinating complex activities across investment and business functions.
Location: Baltimore, Maryland, with hybrid work based at the Harbor Point headquarters and up to one day per week from home
Base salary: $69,500–$118,000 annually for Maryland, Colorado, Washington, and remote workers. Employees may also be eligible for a discretionary bonus.
Company
is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Support investment professionals with the implementation, management, and operational execution of investment strategies.
- Partner with portfolio managers, research analysts, traders, and business teams across Operations, Technology, Risk, Distribution, Client Services, Compliance, and Legal.
- Support investment team activities, account onboarding, operational readiness, data and reporting oversight, corporate actions, and GIPS compliance.
- Contribute to fixed income research support, portfolio analysis, benchmark and performance reporting, or multi-asset attribution and guideline implementation.
- Support equity product management and stakeholder coordination or customized private asset management solutions for high-net-worth and institutional clients.
- Identify process improvements and contribute to strategic initiatives and business transformation projects.
Requirements
- Bachelor's degree or an equivalent combination of education and relevant experience.
- At least 2 years of relevant professional experience in financial services or investment operations.
- Strong written and verbal communication skills, including the ability to simplify complex concepts for diverse audiences.
- Strong analytical, critical-thinking, problem-solving, stakeholder-management, and cross-functional collaboration skills.
- Advanced Excel skills; familiarity with Python, SQL, or other analytical tools is preferred.
- FINRA licenses are not required and will not be supported for this role.
Nice to have
- Experience in investment operations, portfolio support, or financial services.
- Experience using AI-enabled technologies, automation tools, and emerging digital capabilities to improve operational effectiveness.
- Progress toward or completion of a CFA and/or MBA.
Culture & Benefits
- Hybrid work schedule with up to one day per week from home.
- Annual bonus eligibility and a retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Inclusive work environment with equal opportunity and support for diversity of backgrounds and perspectives.
Hiring process
- Complete eligibility questions received by email and text message; the estimated time commitment is 3–5 minutes.
- Eligible candidates record introductory video responses through HireVue; the estimated time commitment is 20–30 minutes.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
7 дней назад
Associate, Investment Operations
75 000 - 81 000$
10 часов назад
Analyst - Investment Analytics (SQL/Python)
103 700 - 162 100$
4 дня назад
Senior Investment Operations Analyst (Finance)
66 500 - 92 000$
4 часа назад
Senior Analyst Investment Strategy (Finance)
90 400 - 124 300$
14 часов назад
Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
120 000 - 160 000$
13 часов назад
Portfolio Analyst (Multi-Asset Investments)
114 500 - 194 700$