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Senior Investment Operations Analyst

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FM

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Location:
United States , Waltham, MA and Boston, MA

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Category:
Finance

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Contract Type:
Not provided

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Salary:

120400.00 - 173100.00 USD / Year
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Job Description:

FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight.

Job Responsibility:

  • Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
  • Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution
  • Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams
  • Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc.
  • Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members
  • Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management
  • Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls
  • Provide ongoing support for capital call and distribution activity across FM’s private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity
  • Ensure accurate setup and maintenance of new private investments within FM’s core systems and service providers
  • Contribute to monthly and quarterly management reporting deliverables
  • Maintain and enhance documentation of procedures and internal controls
  • Participate in team projects and strategic initiatives

Requirements:

  • 5–10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments
  • Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes
  • Hands-on experience supporting private asset portfolios including capital call and distribution processing
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Exceptional attention to detail and organizational skills
  • Strong communication and problem-solving abilities
  • Ability to manage multiple priorities and collaborate effectively across teams
  • Proven team player comfortable working in a small, dynamic team environment
What we offer:
  • incentive plan
  • generous health and well-being programs
  • a 401(k) and pension plan
  • career development opportunities
  • tuition reimbursement
  • flexible work
  • time off allowances

Additional Information:

Job Posted:
January 25, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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