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Investment Operations Analyst in Newport Beach, CA at Vaco

Date Posted: 1/26/2018

Job Snapshot

  • Employee Type:
    Contractor
  • Job Type:
    Finance
  • Experience:
    At least 5 year(s)
  • Date Posted:
    1/26/2018
  • Job ID:
    VR1262

Job Description

Let Vaco serve as your advocate in presenting you to our top clients who are looking for experienced professionals. Our clients have immediate opportunities for Investment Operations Analysts; don't let your resume get lost in the shuffle - let us work for you! At Vaco, we give you an advantage over your competition! Our recruiters have direct relationships with hiring managers, so they can connect your work experience to the open job-promoting your strengths to the manager while preparing you for that specific interview.

Our recruiters will provide you with great insight about trends in the industry - keeping you up to date on compensation expectations, company culture, and growth opportunities. If you are an experienced Investment Operations Analyst, and you want to partner with the best, apply today!

Responsibilities:
  • Initiate buy/sell/hold recommendations on public and privately placed corporate fixed income investments
  • Conduct company specific and industry level fundamental research as the basis for recommendations
  • Identify and communicate trends and investment opportunities that improve portfolio return
  • Deliver persuasive oral and written communications regarding investment recommendations and rationale to portfolio management and investment committee
  • Personally host and lead meetings with C-suite company management from covered industries as part of due diligence
  • Develop and maintain relationships with external parties including sell-side analysts, investment banks, industry experts, and rating agencies
  • Accountable for a large portfolio of companies
Requirements:
  • 4+ years fixed income experience working in Investment operations/middle office role in asset management, Hedge Fund, or investment banking
  • College degree in finance, accounting, or similar discipline, is preferred.
  • Thorough understanding of Investment Operations, new concepts and regulations and technology being used, including trading workflows and typical systems involved
  • Some familiarity/knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments.
  • Strong aptitude for numbers and ability to understand abstract concepts and recognize patterns.
  • Creative thinker and problem solver.
  • Demonstrated ability to clearly and effectively communicate verbally and in writing.
  • Must be self-initiated, strong planner and organizer.
  • Working knowledge of the following systems: Bloomberg, Excel, Business Objects, MS Query, Maximis, MS Office Suite (strong Excel skills)