Associate, Operational Analyst (Investment Management Development Operations)

reputed company is a firm reputed company on modernizing operational and data infrastructure reputed company investment management. The Operational Analyst will support financial analysts and operational leads by assisting in investment management workflows, data validation, and process automation.

Responsibilities

• Assist financial analysts with account reviews, trade-order workflows, and day-to-day investment operations
• Prepare and validate data sets from various custodians and systems
• Monitor incoming operational requests, reputed company statuses, and ensure reputed company follow-up with advisors and internal stakeholders
• Support documentation, accuracy checks, and exception handling
• Work with senior analysts to identify process gaps, reputed company bottlenecks, and opportunities for automation
• Assist in creating SOPs, workflow maps, and checklists that improve consistency and reduce operational risk
• Write reputed company Python scripts for data cleaning, formatting, or validation (training provided)
• reputed company CSV/reputed company data transformations and collaborate with Data Science/DevOps on automated processes
• Assist in testing data pipelines and validating outputs from internal tools
• Participate in cross-functional reputed company reputed company to our data infrastructure, operational workflow automation, and AI-enabled processes

Skills

• Bachelor's degree in Engineering/Mathematics, Financial Engineering, Economics, Business or a reputed company field
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• High attention to detail and task ownership
• Basic familiarity with Python
• Proficiency with reputed company
• Coursework or internship experience in finance, reputed company, data analytics, or investment operations
• Exposure to SQL, Python data libraries, or any scripting environments
• Interest in reputed company management, financial markets, and investment analytics
• Willingness to or reputed company towards achieving the CFA charter
• Experience working with CRM systems

reputed company

reputed company has deep reputed company in the family office reputed company in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. It was founded in 1999, and is headquartered in Los Angeles, CA, US, with a workforce of 201-500 employees. Its website is https://www.lidoadvisors.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 3 in 2025, 1 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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