Investment Operations Analyst in Chicago, IL at APEX Systems

Date Posted: 8/13/2019

Job Snapshot

Job Description

Job #:  997496

Apex is looking for an Investment Operations Analyst for one of our financial services clients located in Downtown Chicago. This is a 3 month contract.
Please contact Monica Shay at for more information! 
The group consists of our investment advice, multi asset investment portfolios and sub-advisory investment products businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, risk management and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. 
The Role: The Investment Management group seeks an investment operations analyst. As an operations team lead you will manage an operations team and will be responsible for executing operations work across the organization, with a focus on creating a highly collaborative culture of accountability, accuracy, efficiency, measurement, and transparency. This position is based in our Chicago office.
  • Support and execute operations processes in support of the US Managed Portfolios service including:
    • Account billing and fee payouts
    • Monthly and quarterly production
    • Account statements
    • Asset reporting
    • Account maintenance
  • Drive process automation through robotic process automation (RPA)
  • Monitor and report on key performance indicators (KPIs)
  • Collaborate with and coordinate work across other functional areas in Investment Management
  • Maintain exemplary working relationships with custodians, vendor partners, home offices, and advisors

  • 3+ years’ experience in investment operations roles, TAMP subject matter expertise is a plus
  • A self-starter with excellent leadership, communication, organization, time management, and interpersonal skills
  • Strong organizational and problem-solving skills along with excellent attention to detail and accuracy; the highest ethical standards are expected in this role
  • Ability to pull back from daily tasks to assess processes and workflows and identify areas of improvement
  • Experience with LEAN principles and business process diagramming standards.
  • A bachelor’s degree is required; an advanced degree is a plus
  • FINRA Series 65 or Series 99 qualifications are considered a plus

EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at 844-463-6178-6178.