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Entry-level Operations Analyst in Investment Trade Services – support trade breaks, settlements, and portfolio processes.
Based in Raleigh, NC, work with custodians, brokers, and internal teams to ensure transaction accuracy.
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Job Summary
This role is an entry-level position within the Trade Operations team at Arch Investment Management (AIM), reporting to the VP, Operations Manager. The Investment Trade Operations Analyst will support the daily operational activities required to ensure accurate and timely processing of investment transactions across AIM portfolios. The Analyst will work closely with internal teams (portfolio management, legal/compliance, performance) and external service providers (custodians, brokers, administrators) to learn and assist in delivering effective operational support to the firm. This position is well-suited for a recent graduate with an interest in investment operations and financial markets who is eager to build foundational knowledge across both traditional and alternative asset classes.
Job Responsibilities
- Daily dashboard monitoring of trades and settlements for all portfolios- Investigate and resolve all trade breaks, fails or issues; coordinate with trading, custodian, accounting and risk service providers to resolve outstanding issues
- Interact with the custodian and executing brokers to resolve trade breaks
- Address and rectify exceptions between third party service providers
- Coordinate processing of securities transfers; receive and monitor requests; support portfolio management in security selection as needed; communicate with entity representatives and ensure proper transactions have been completed
- Notify portfolio managers and process voluntary corporate actions
- Work on ad-hoc projects, contribute ideas and recommendations to improve process efficiencies and increase risk mitigation
- Create and deliver on metrics reporting
Desired Skills
- Basic understanding or strong interest in financial markets and investment products
- High attention to detail and strong organizational skills
- Strong communication skills and ability to work collaboratively in a team environment
- Willingness to learn and take direction from senior team members
- Ability to manage multiple tasks and prioritize effectively
- Positive attitude and ability to work in a fast-paced environment
- Proactive mindset with a desire to build technical knowledge over time
Desired Education/Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 0–2 years of experience (internship experience in finance or operations preferred but not required)
Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn’t the right fit but you’re interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch’s Talent Acquisition team.
10200 Arch Capital Services LLC