TRC’s client has a direct hire opportunity for an Investment Operations Analyst!
This position is with a growing Investment Management firm headquartered here in Atlanta (Buckhead Area)!
Client Results Team: Investment Operations Analyst
This is an ideal opportunity for early-career professionals who are eager to build a strong foundation in finance and investment operations while leveraging data and technology to drive automation. As part of a leading institutional asset management firm, you’ll play a key role in improving operational efficiency through innovation and collaboration.
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What You Will Do
• Analyze and reconcile investment accounts across U.S. and international markets for equities and fixed income securities.
• Use industry-leading tools and systems to apply and enhance investment accounting principles.
• Assist with maintaining security master data, pricing updates, and corporate actions (e.g., M&A activity, dividends, stock splits, bond interest payments).
• Monitor daily operations, support trade settlement activity, and investigate breaks or exceptions.
• Identify opportunities for process automation and help design solutions using scripts, queries, and data tools.
• Work with operational data to improve workflows and support the integration of technology into day-to-day processes.
• Collaborate with internal teams (trading, accounting, compliance) and external partners (custodians, brokers).
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What We Are Looking For
• Bachelor’s degree (Finance, Accounting, Economics, Math, Computer Science, or related field).
• Strong interest in data analysis, process automation, and using technology to streamline operations.
• Familiarity with or willingness to learn tools like Excel VBA, SQL, Python, or data visualization platforms.
• Strong analytical and organizational skills with high attention to detail.
• Curiosity and enthusiasm for financial markets and investment operations.
• Ability to thrive in a fast-paced, deadline-driven environment.
• Excellent written and verbal communication skills.
• Team-oriented mindset with a desire to contribute, learn, and improve systems.
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
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