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Investment Operations Analyst

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St. Louis, Missouri • Yesterday

Easy Apply

Contract

Depends on Experience

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Job Details

Skills

Summary

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
Mamta.lohuni@innovasolutions.com

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 Work for by U.S. News & World Report (Private Companies List, 2024-2025)
One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024)
One of the Largest Staffing Firms in the US – Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
AWS Advanced Tier Services Partner with 100+ certifications

Website: https://www.innovasolutions.com/

Innova Solutions offers a referral bonus for qualified Ambassadors who refer eligible referrals. Submit referrals at https://innovasolutions.workllama.com/atsuser/anonreferafriend and earn $250-$1,000 per referral.
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Innova Solutions and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at Privacy Policy - innovasolutions.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10115307
Position Id: 1024155
Posted 1 day ago

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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.
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Review and analyze business requirements and assist with translating requirements into operational processes.
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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.

Named One of America’s Best Employers for New Grads by Forbes (2024
Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025)
One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024)
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Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
AWS Advanced Tier Services Partner with 100+ certifications

Website: https://www.innovasolutions.com/

Innova Solutions offers a referral bonus for qualified Ambassadors who refer eligible referrals. Submit referrals at https://innovasolutions.workllama.com/atsuser/anonreferafriend and earn $250-$1,000 per referral.
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Innova Solutions and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at Privacy Policy - innovasolutions.

Dice Id: 10115307
Position Id: 1024155
Posted 1 day ago

Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

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