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SoTalent · 14 hours ago

Senior Operations Analyst

Needham, MA

Full-time

Onsite

Mid, Senior Level

$117K/yr - $169K/yr

5+ years exp

SoTalent is a long-established, member-owned insurer focused on helping large enterprises protect physical assets. They are seeking a Senior Operations Analyst to enhance and support the firm’s Order Management System, overseeing trade lifecycle, portfolio compliance, and trading capabilities across global markets.

Staffing & Recruiting

Responsibilities

Oversee daily post-trade processing, reconciliation, and settlement activities for equity and fixed income transactions

Ensure timely resolution of trade breaks and accurate updates across core investment systems

Coordinate onboarding and relationship management for trading counterparties

Assist with the introduction of new instruments and market access in both developed and emerging regions

Perform ongoing portfolio monitoring using daily, weekly, and monthly compliance checks

Build, maintain, and test compliance rules within OMS platforms such as Bloomberg AIM

Support internal reporting and escalation of compliance-related findings

Establish and maintain accounts, securities, and portfolio structures across investment platforms

Monitor data feeds and position integrity, including start-of-day reviews and non-custodied asset updates

Identify operational inefficiencies and partner with internal and external stakeholders to implement enhancements

Support automation efforts designed to reduce risk, improve accuracy, and increase scalability

Reconcile external manager trading activity and performance reporting

Ensure consistency and accuracy across internal systems and third-party data sources

Own recurring operational and management reports

Maintain detailed documentation of processes, controls, and procedures to support audit readiness

Contribute to cross-functional initiatives aimed at strengthening investment operations infrastructure and capabilities

Qualification

Investment operations experienceOrder Management System (OMS)Trade compliance workflowsGlobal post-trade processingPortfolio accounting conceptsData management toolsAnalytical abilitiesOrganizational abilitiesCommunication skillsTeam collaboration