Mid-Level
Analyst - Institutional Investment Solutions - Program Support
Join the Institutional Investment Solutions (IIS) team and help deliver Outsourced Chief Investment Officer (OCIO) solutions to endowments, foundations, family offices and retirement plans. Play a key role in business and investment operations, governance, and financial process support across a dynamic organization.
As an Analyst in the IIS Program Support team, you drive operational excellence, maintain control frameworks, support regulatory requirements, and act as a liaison across business and finance teams to ensure smooth execution of critical processes.
Job Responsibilities
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Support, streamline, and automate the execution of recurring monthly investment data requirements, ensuring accuracy, timeliness, and scalability.
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Own the ongoing maintenance and enhancement of investment advice tools used by institutional retirement advisors, partnering with stakeholders to drive usability and continuous improvement.
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Produce and enhance investment analytics and reporting for clients, advisors, management, and governance forums, including identifying opportunities to improve consistency, transparency, and efficiency.
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Create, own, and continuously improve operational controls (including execution, testing/validation, and enhancements) to strengthen accuracy, resiliency, and risk management across investment operations processes.
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Assist in writing RFPs for the business.
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Provide ad-hoc support on strategic projects related to investment operations for the retirement plan Consulting program, contributing to initiatives that improve platform capabilities and operating model effectiveness.
Required qualifications, capabilities and skills
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Bachelor’s degree in Finance, Economics, Operations, or a related field.
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2+ years of experience in operational support, program management or financial services.
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Strong analytical and problem-solving skills with attention to detail.
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Basic understanding of Python would be an added advantage.
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Effective written and verbal communication skills.
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Ability to manage multiple priorities in a fast-paced environment.
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Process improvement mindset with strong documentation skills.
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