Insight Investment

Financial Services

OperationsAnalyst-Contract

$65–72k Boston, Massachusetts, United States CONTRACT
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Operations Analyst - Contract at Insight Investment. Skills: Trade processing, Issue resolution, Client support. Support trading services execution. Train on systems”

Industry & Context.

Financial Services
Problems you'll solve

Issue resolution; System error resolution

What They're Looking For.

Must Have

0–3+ years of total work experience, Bachelor’s degree

Nice to Have

Experience in financial investments, Understanding of AI-enabled tools

What You'll Do.

Support trading services execution

Develop pricing for orders

Act as escalation point

Resolve complex system errors

Resolve operational issues

Ensure trades recorded properly

Raise flags for breaks

Identify trade break trends

Respond to client issues

Support staff in resolving errors

Handle client inquiries

Handle client complaints

Deliver reports on issue resolution

Deliver reports on issue prevention

Develop account reports

Develop operational reporting

How You'll Work.

Team & Collaboration

Collaborating across internal teams

Full Job Description

We are looking for an Operations Analyst who provides support in the execution of trading services to money managers, advisors and internal employees. The role is responsible for supporting trade processing, pricing development, issue resolution and reporting, while working across internal teams to ensure trades are recorded accurately, system issues are escalated and broader operational trends are identified and addressed. **Role Responsibilities:** * Providing support in the execution of trading services to money managers, advisors and internal employees. * Train and quickly getting up to speed on the different systems used by those serviced. * Develop pricing for orders based on a variety of defined procedures and act as an escalation point for issues with trade systems. * Collaborating across internal teams to resolve complex system errors and operational issues. * Ensure trades are recorded properly and raise flags when breaks arise between trade desks and back offices. * Identify and highlight trends in trade breaks to support resolution of broader issues. * Respond to complex client experience issues and support less experienced staff in resolving errors. * Handle complex internal and external client inquiries and complaints in a timely and professional manner. * Deliver reports outlining steps required to resolve issues and prevent reoccurrence. * Develop account reports and other operational reporting as required. **Experience Required:** * Bachelor’s degree preferred. * 0–3+ years of total work experience preferred. * Experience in financial investments preferred. * Understanding of AI-enabled tools, technologies, and practical applications, with the ability to apply these appropriately within the role to enhance productivity, decision-making, or business outcomes. Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity

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