Investment / Operations Analyst
About this role
Section: About the Role Workforce Group's client, Networth Portfolio & Asset Management, is seeking a detail-oriented, highly accountable Investment/Operations Analyst to support investment operations, reporting, reconciliation, trade processing, and settlement activities. Section: Key Responsibilities
- Prepare daily portfolio valuations and investment reports
- Process investment transactions and monitor settlements
- Perform daily cash, trade, and portfolio reconciliations
- Identify and resolve operational discrepancies
- Maintain accurate, audit-ready investment records
- Liaise with brokers, custodians, and other service providers Section: Requirements
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or related field
- 2–5 years' experience in Asset Management, Stockbroking, Banking, or related financial services
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