Investment Operations Analyst Job at Selby Jennings, Newport Beach, CA

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  • Selby Jennings
  • Newport Beach, CA

Job Description

Selby Jennings is partnered with a global alternative investment manager looking to expand and bring on an Investment Operations Analyst - This role will be provide visibility into several aspects of the team across operations, accounting, analytics, tax, audit, & investor relations.

Responsibilities Include:

  • Serving as the primary point of contact for client requests regarding investments, performance metrics, and other account information
  • Overseeing and maintain internal systems used to produce portfolio performance reports and analytics
  • Ensuring data accuracy across internal systems by managing data flow and performing regular reconciliations
  • Assisting the CFO in preparing for audits by gathering necessary financial documentation and supporting schedules
  • Identifying opportunities to enhance the efficiency and accuracy of portfolio analytics and performance reporting processes

Preferred Qualifications:

  • 1-4 years of relevant experience within financial services
  • CPA or progress towards attainment
  • Experience with financial reporting, developing operational efficiencies, audit, tax, or trade reconciliation
  • Data Analytics / Automation experience a plus

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