Senior Investment Operations Analyst

Senior Investment Operations Analyst

FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts.

Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System ("OMS") life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities.

The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure.

This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical.

This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA.

Responsibilities

Internal Portfolio Support :

• Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM).
• Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity.
• Support the expansion of trading instruments in developed and emerging markets.

Compliance Monitoring :

System Setup & Maintenance :

Process Optimization & Automation :

External Manager Oversight :

Reporting & Documentation :

Project & Initiative Support :

Qualifications

Required Work Experience :

Required Education :

Required Skills :

The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.