Investment Access Operations Analyst

Responsibilities

• Lead onboarding and access provisioning for Investment Management crew by coordinating internal and third-party access requests while ensuring adherence to policies, procedures, and service-level expectations.
• Serve as a primary investment access support contact by resolving access-related issues and coordinating with vendors, application owners, technology teams, and business stakeholders to maintain appropriate permissions.
• Maintain process documentation, procedures, training materials, and subject-matter knowledge of investment platforms, financial markets, securities, and industry practices to support investment access activities.
• Support investment access risk management by implementing global policies and procedures, conducting advanced risk assessments, analyzing testing results, and strengthening change management, controls assurance, monitoring, and reporting programs.
• Participate in special projects and perform other duties as assigned.

Qualifications

• Minimum of three years related work experience, preferably in a regulated financial services environment
• Undergraduate degree or equivalent combination of training and experience.
• Low coding skills preferred (ex: Appian, Tableau)

Sponsorship

How We Work