Investment and Operations Analyst

Job Summary

A company is looking for an Investment and Operations Analyst for their Retirement Services team.

Key Responsibilities:

• Coordinate relationships between vendors and Account Managers/Executives
• Prepare data analysis reports and custom ad-hoc reports for clients and internal staff
• Manage projects, anticipate issues, and prevent errors and delays

Required Qualifications:

• Excellent customer service skills and professionalism
• Proficiency in Microsoft Office and advanced features
• Ability to be resourceful, take initiative, and offer solutions
• Strong time management skills and ability to manage competing priorities
• Strong interpersonal skills and ability to build relationships