Investment Operations Analyst
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Job Summary
To support the Financial Risk Operations team, the full-time Investment Operations Analyst will manage reconciliation, issue resolution, and provide Level 2+ support for buy/sell inquiries while ensuring regulatory compliance in a remote work environment.
Key responsibilities
- Independently perform complex reconciliations of HSA investment activity and resolve discrepancies
- Analyze operational issues, identify root causes, and implement sustainable solutions
- Facilitate complex liquidations and ensure adherence to regulatory requirements and internal policies
Required qualifications
- 3-5 years of experience in investment operations within a large financial services organization
- 2-3 years of direct experience with HSA custody services
- Proficiency in investment operations software and platforms
- Understanding of regulatory compliance principles (e.g., FINRA, SEC)
- Demonstrated ability to create and improve operational procedures
Complete Job Description
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