Operations Analyst at Whitridge Associates in Boston, Massachusetts

Job Description:

We are seeking a detail-oriented Operations Analyst to join our client's team in Boston.

Key Responsibilities:

• Support multiple groups with operational tasks
• Set up new accounts and handle onboarding using proprietary systems
• Communicate effectively with custodian banks

Required Skills and Qualifications:

• 1-2 years of experience
• Proficiency in MS Office (Excel and Word)
• Basic investment knowledge in fixed income, securities, and equities
• Excellent written and verbal communication skills, including memo writing and template use

NOTE: This role requires onsite work twice a week. After the training period, remote work will be considered.

OPEN TO W2 APPLICANTS ONLY. Apply Now