SoTalent · 11 hours ago
Senior Investment Operations Analyst
Massachusetts, United States
Full-time
Onsite
Senior Level
$117K/yr - $169K/yr
5+ years expSoTalent is a leading institutional investor within the insurance and risk management sector, seeking a Senior Investment Operations Analyst to support the growth and execution of a diverse, externally managed investment portfolio. This role involves critical tasks such as manager onboarding, capital activity oversight, and cash forecasting in a collaborative environment.
Staffing & Recruiting
Responsibilities
Lead operational onboarding of external investment managers across separate accounts and pooled vehicles (mutual funds, CITs, hedge funds, private funds)
Coordinate account setup, subscriptions, KYC documentation, and funding mechanics
Serve as a primary liaison with external managers, custodians, administrators, and transfer agents
Lead internal onboarding meetings, track deliverables, and provide proactive status updates
Support ongoing maintenance activities including KYC updates, authorized signers, and documentation
Assist with operational due diligence reviews
Support daily cash forecasting and reconciliation across internal and external portfolios
Integrate investment activity with operational cash flows to produce accurate forecasts
Drive enhancements through automation, data integration, and strengthened controls
Support capital calls and distributions for private market investments
Coordinate transaction execution with external service providers
Ensure accurate setup and maintenance of private investments within internal systems
Contribute to monthly and quarterly management reporting
Maintain and enhance operational procedures and internal controls
Participate in cross-functional initiatives and strategic projects
Qualification
Required
5–10 years of investment operations experience supporting multi-asset portfolios
Strong hands-on experience with private market investments, including capital calls and distributions
Deep understanding of investment vehicles, account structures, and transaction processes
Bachelor's degree in Finance, Accounting, Economics, or a related field
Exceptional attention to detail and organizational skills
Strong communication, problem-solving, and stakeholder management abilities
Collaborative mindset with comfort working in a small, dynamic team
Company
SoTalent
At SoTechTalent, we specialise in connecting forward-thinking tech companies with world-class talent.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase