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. They are seeking a highly motivated Senior Investment Operations Analyst to support and expand their Order Management System life cycle, focusing on investment operations, compliance, and process optimization.
FinanceFinancial ServicesInsuranceRisk Management
Responsibilities
Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM)
Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity
Support the expansion of trading instruments in developed and emerging markets
Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources
Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols
Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios
Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems
Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk
Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems
Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes
Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness
Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure
Qualification
Required
5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus
Strong understanding of post-trade processing and settlement across various markets and asset types
Strong technical proficiency and experience, preferably working with database development
Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired
Bachelor's degree in Finance, Economics, Accounting, or related field
Excellent analytical, organizational, and communication skills
Desired experience in leading transition management initiatives intra and inter-departmentally
Ability to proactively work individually and collectively in a small team-oriented environment
Benefits
Incentive plan
Generous health and well-being programs
401(k)
Pension plan
Career development opportunities
Tuition reimbursement
Flexible work
Time off allowances
And much more
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