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Investment Operations Analyst

Innova Solutions Inc

St. Louis, Missouri, US

Job at a glance

St. Louis, Missouri, US
Location
Hybrid
Work arrangement
Innova Solutions Inc
Employer

Innova Solutions has a client that is actively seeking to hire an experienced Investment Operations Analyst professional for an immediate opening. Job Title: Investment Operations Analyst Location: St. Louis, Missouri :100% Onsite during training / Hybrid after training - 3 days onsite, 2 days remote Duration: 6+ months Employment Type: Fulltime/Contract Shift: Monday-Friday, 7:30 AM-4:00 PM or 8:00 AM-5:00 PM As an Investment Operations Analyst, you will: Review and process advisory account setup and maintenance requests with a high degree of accuracy.

Ensure account information is accurately established and maintained within the system of record. Validate account coding, data entry, and account information to ensure operational accuracy. Move through different operational areas over the duration of the project based on business and project requirements. Support ongoing Activity and InvestCloud initiatives, including project implementation and process transition activities.

Review and analyze business requirements and assist with translating requirements into operational processes. Identify process improvement opportunities and recommend solutions to improve efficiency and reduce manual effort. Identify potential operational risks, control gaps, and process vulnerabilities and escalate them appropriately. Collaborate with Account Opening & Maintenance, Advisory teams, business partners, and technology teams.

Balance day-to-day operational responsibilities with testing, project, and implementation deliverables. The ideal candidate will have: Ability to quickly learn new processes, systems, and workflows and adapt to changing project requirements. QA or testing experience, including reviewing test results, documenting issues, collecting screenshots, and escalating defects, is highly preferred. Experience with advisory account processing, account maintenance, brokerage operations, or financial services operations is a plus.

Experience with data analysis and reporting tools such as Excel, Alteryx, Power BI, or similar technologies is preferred. Experience supporting system implementations, process improvement initiatives, UAT/testing, or business projects is a plus. Qualified candidates should APPLY NOW for immediate consideration! This position is only open to applicants who can be engaged on a W-2 basis. Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.

We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW. Thank you! Mamta Lohuni 913.221.0410 [email protected] PAY RANGE AND BENEFITS: Pay Range*: $33hr - $38hr *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

ABOUT INNOVA SOLUTIONS:Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions: Named One of America's Best Employers for New Grads by Forbes (2024 Named One of the Best Companies to W

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