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PHAXIS

Middle Office Operations

Career Insights for Investment Operations Analyst

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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.

$85,219 / year median in Massachusetts

+16% projected growth

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Job Description

Middle Office Operations

PHAXIS - 3.5

Boston, MA Job Details Contract $51 an hour 1 hour ago Benefits Health insurance Dental insurance Vision insurance Qualifications VLOOKUP function Operational analysis Financial data reconciliation Finance Valuation Bloomberg Financial concepts Excel data analysis Full Job Description A global financial institution located in Boston, MA is looking to hire a Middle Office Operations Consultant to join their team

•this is a long-term contract role, hybrid (3 days onsite/2 remote)

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We are looking for an Operations Analyst to support daily reconciliations and data analysis within a Middle Office environment. This role is well-suited for someone with an operations background who is comfortable executing repeatable processes, working with data, and supporting senior team members.

Key Responsibilities:

Perform daily and ad-hoc operational reconciliations between internal systems and external data sources. Pull and validate data from custodians, vendors, and external websites. Update and maintain Excel-based reconciliation and control files. Identify, investigate, and document breaks and exceptions, escalating as appropriate. Support start-of-day and end-of-day operational control processes. Assist senior operations staff with reporting, data clean-up, and process support.

Requirements:

1-3+ years of experience in operations, middle office, reconciliations, or similar support roles. Exposure to asset management, banking operations, or financial services environments. Strong working knowledge of Microsoft Excel (pivot tables, lookups, formulas). Strong data analysis skills, experience working with high-volume operational data with the ability to work across diverse datasets and translate varied inputs into standardized outputs. Ability to synthesize key concepts and findings into clear, well-organized summaries. Nice to

Have:

Experience with DUCO or other reconciliation platforms. Experience with Bloomberg. Experience with financial concepts like portfolio accounting and valuation, security master, corporate actions.

Pay:

$51/hr #phaxisfs

Pay:

$51.00 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Vision insurance

Work Location:

Hybrid remote in Boston, MA 02109

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance