FM · 1 day ago
Senior Investment Operations Analyst
Waltham, MA
Full-time
Onsite
Mid, Senior Level
$117K/yr - $169K/yr
5+ years expFM is a leading mutual insurance company dedicated to property risk management and resilience. They are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support investment activities across various portfolios, focusing on onboarding external managers, cash forecasting, and capital activity oversight.
FinanceFinancial ServicesInsuranceRisk Management
Responsibilities
Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution
Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams
Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc
Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members
Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management
Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls
Provide ongoing support for capital call and distribution activity across FM’s private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity
Ensure accurate setup and maintenance of new private investments within FM’s core systems and service providers
Contribute to monthly and quarterly management reporting deliverables
Maintain and enhance documentation of procedures and internal controls
Participate in team projects and strategic initiatives
Qualification
Required
5–10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments
Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes
Hands-on experience supporting private asset portfolios including capital call and distribution processing
Bachelor's degree in Finance, Accounting, Economics, or a related field
Exceptional attention to detail and organizational skills
Strong communication and problem-solving abilities
Ability to manage multiple priorities and collaborate effectively across teams
Proven team player comfortable working in a small, dynamic team environment
Benefits
Comprehensive Total Rewards program
Incentive plan
Generous health and well-being programs
401(k) and pension plan
Career development opportunities
Tuition reimbursement
Flexible work
Time off allowances
Company
For nearly 200 years, FM has empowered businesses worldwide to manage risk, prevent loss, and build resilience.
5001-10000 employees
H1B Sponsorship
FM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (53)
2024 (20)
2023 (55)
2022 (65)
2021 (35)
2020 (33)
Funding
Current Stage
Late StageTotal Funding
$8.04M2010-05-05Series Unknown· $8.04M
Leadership Team
M
Mike Lebovitz
Retired
Recent News
2025-11-04
Business Wire
2025-10-16
Company data provided by crunchbase