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IG
Indus Group Inc
Fund Service Associate
Career Insights for Investment Operations Analyst
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Based on Florida data
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What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$96,704 / year median in Florida
+16% projected growth
Job Description
Fund Service Associate || Tampa, FL (Onsite) Contract role Exp- 1-2 years any finance operations
Client:
JPMC/$25-28/hr W2 JD Manage end-to-end administration of syndicated bank loans, ensuring accurate processing throughout the funding and servicing lifecycle.- Handle key loan lifecycle activities, including drawdowns, paydowns, interest rate resets, PIK (Payment-in-Kind) calculations, delayed compensation accruals, and trade settlement processing.
- Build and maintain strong working relationships with investment managers, agent banks, and other stakeholders to deliver timely issue resolution and high-quality client support.
- Prepare, maintain, and enhance client-specific operational procedures and process documentation.
- Perform daily operational checks to ensure process accuracy, identify exceptions, and communicate procedural updates or training requirements to the team.
- Ensure adherence to internal controls, operational procedures, regulatory requirements, and organizational policies across all assigned activities.
- Monitor workload and deliverables to ensure all tasks are completed within agreed service levels and supported with appropriate documentation.
- Collaborate with cross-functional teams to resolve operational issues, improve workflows, and contribute to overall process efficiency and service excellence.
- Support continuous process improvement initiatives by identifying operational risks, recommending enhancements, and promoting best practices within the team.