Investment Operations Analyst

The job listing expires on March 31, 2025.

Full-Time Job: Accounting, Data Analytics, Economics & Finance

Located in the South Hills of Pittsburgh, TWIN Capital Management, Inc is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S. equity strategies to institutions and high net-worth individuals. The heart of our investment philosophy is the systematic application of in-house quantitative research coupled with rigorous risk control in portfolio construction. We bring process consistency and continuity with investment methodologies developed by the team that founded the firm in 1990. We are a client-centric firm and believe the success of our long-standing client partnerships is a result of our transparency, responsive client service, as well as the proven track record of our investment strategies. We pride ourselves on fostering an inclusive work environment and enabling staff to create a mutually acceptable work-life balance.

Overview:

We are seeking a detail-oriented, analytical, and proactive individual to join our team as an Investment Operations Analyst. The Investment Operations Analyst will be responsible for the daily support and maintenance of a variety of investment operations and compliance duties in addition to administrative, investment, and research support. This position provides a unique opportunity to gain exposure by supporting the entire investment process, from front-to-back-office functions, and offers the potential to grow in many functional areas, as well as become an investment committee member.

Key Responsibilities:

• Generate portfolio risk metrics and performance reports using a variety of tools including but not limited to MSCI Barra, Advent APX, FactSet, Bloomberg, and eVestment.
• Review client portfolios, ensuring alignment with objectives, risk management, and client restrictions.
• Manage account setup and ongoing maintenance tasks efficiently.
• Compile and analyze financial data for portfolio and risk analysis to support decision making.
• Collaborate closely with Portfolio Managers, traders, and the broader investment team to help provide a consistently high level of service to our clients.
• Support quantitative research production for equity models and investment strategies.
• Develop new and re-evaluate current operational procedures to promote continuous process improvement.
• Execute back-office functions, including trade confirmation and settlement.
• Assist with ad-hoc operational activities and special projects.
• Perform daily compliance functions for managed investment strategies and client portfolios.
• Conduct risk analysis and assist in identifying potential regulatory issues.
• Provide support in audits and examinations, both internal and external.
• Assist with the creation, implementation, and review of HR and compliance policies and procedures.
• Administrative duties including accounts payable and accounts receivable support.

Qualifications and Experience:

• Bachelor’s degree in business or STEM-related discipline.
• New or recent college graduates, as well as those with up to a few years of experience, are encouraged to apply. Training will be provided as necessary and appropriate.
• Proficiency with Microsoft Office Suite – Excel, PowerPoint, Word – is required. Knowledge of QuickBooks is a plus.
• Familiarity with investment-oriented tools, including Bloomberg, FactSet, SS&C APX, EZE, and/or MSCI Barra Suite is beneficial but not necessary.
• Will be required to successfully pass a comprehensive background check prior to employment.

Key Skills and Attributes:

• Desire to represent the Firm with the highest level of professionalism and ethical decision-making.
• Initiative, flexibility, and innovation in problem-solving.
• Strong analytical skills, service-oriented, excellent interpersonal and communication skills, strong organizational skills, and attention to detail.
• Can thrive in a fast-paced and constantly evolving environment with a wide range of responsibilities.
• Ability to work independently as well as collaboratively in a team environment.
• Analytical mindset with a strong interest in financial markets and investments.

Why Join Us?

• Work closely with investment team members who are passionate about investing and servicing our clients.
• Gain comprehensive knowledge of the investment management business from a variety of perspectives.
• Explore career growth opportunities, including potential advancement into the investment team.
• Engage in impactful work within a collaborative and innovative environment.

Featured Employee Benefits:

• Competitive salary based on experience and skills.
• Annual profit-sharing and bonus eligibility.
• Comprehensive health and wellness benefits.
• 401(k).
• Flexible paid time off.
• Support for relevant continuing education & certification.

Additional Notes:

TWIN Capital Management, Inc. is an equal opportunity and affirmative action employer. All qualified candidates will be considered for employment without regard to race, color, religion, gender, age, disability, sexual orientation, national origin, veteran status, or any other category protected by law.