Investment Operations Analyst - Entry Level

Job Description

Investment Operations Analyst
Salt Lake City, UT (In-Office | Must be local)
Comp: $47-56K/year

We are partnering with a leading global financial firm to identify an experienced Investment Operations Analyst. This role supports complex investment portfolios and financial operations, with a focus on daily account activity, operational risk, process improvement, and collaboration across teams.

This is a great opportunity to build your career in investment operations while gaining exposure to financial products, portfolio activities, and cross-functional teams.

Investment Operations Analyst Responsibilities:

• Manage daily operational activities and collaborate across teams to ensure accurate and timely results.
• Monitor account metrics, research exceptions, and escalate and resolve operational issues as needed.
• Support investment operations including fund launches, liquidity planning, credit facilities, payments, and related activities.
• Respond to inquiries by understanding needs, prioritizing requests, and providing accurate solutions.
• Follow policies, procedures, and controls while supporting operational and risk-management activities.
• Identify opportunities to streamline workflows, reduce manual processes, and improve efficiency.
• Proactively identify potential operational risks and work with partners to resolve issues.

Qualities of the Ideal Investment Operations Analyst Candidate:

• Bachelor’s Degree required
• 1–5 years of relevant professional experience
• Previous Operations and/or Financial Services experience
• Advanced or highly proficient Microsoft Excel skills
• Strong attention to detail and commitment to accuracy
• Excellent analytical, problem-solving, written, and verbal communication skills
• Highly collaborative, team-oriented, and able to build consensus
• Ability to work independently, manage multiple priorities, and meet tight deadlines
• Experience with risk management and controls

Why You Want to Work Here:

• Opportunity to gain experience with a leading global financial firm
• Develop expertise in investment and financial operations
• Exposure to a variety of investment products and business functions
• Medical benefits
• PTO
• Monday–Friday schedule
• Collaborative and professional work environment

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.