Senior Investment Operations Analyst

Location: Remote

Compensation: To Be Discussed

Reviewed: Mon, Apr 06, 2026

This job expires in: 10 days

Job Category: Financial

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Entry Level, Experienced, Senior Level

Education Level: Bachelors

Job Summary

A company is looking for a Senior Investment Operations Analyst.

Key Responsibilities

Process and approve financial transactions in client accounts
Initiate incoming and outgoing transfers and deposit stock certificates
Perform Anti-money laundering (AML) reviews and respond to service inquiries

Required Qualifications

Bachelor's degree or equivalent combination of education and experience
1-3 years of related experience in the securities industry
FINRA Series 7 License required; Series 24 License desired or to be obtained within 6 months
Experience with NFS/Fidelity Wealthscape and Docupace preferred
Intermediate experience with Microsoft Office programs

COMPLETE JOB DESCRIPTION

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