Investment Operations Analyst Job at CornerStone Professional Placement, Clearwater, FL

L1BRSGNWQWlleXEyK3ZodTkxaTd5ZWd3
  • CornerStone Professional Placement
  • Clearwater, FL

Job Description

Job: Investment Operations Analyst

Location: West Central Florida

Base Salary: $60,000 – $80,000 BOE, plus bonus structure

Employment Type: Direct Hire

Schedule: Full-time, onsite. Role supports clients across multiple time zones and may require adjusted business hours.

You’ve supported complex client accounts in financial services.

You understand onboarding, reporting, and cross-team coordination.

You don’t want a purely administrative role with limited visibility.

You’re looking for a position where your operational expertise drives real impact.

If that sounds like you, keep reading.

About the Role

• Manage onboarding for new client accounts

• Support client-facing teams with operational and service needs

• Coordinate with third-party partners and internal departments

• Contribute to process improvements that enhance efficiency and client experience

What You’ll Be Doing

• Oversee account setup and onboarding timelines

• Resolve complex service and operational inquiries

• Partner with compliance, operations, and service teams

• Track documentation and reporting requirements

• Identify opportunities to streamline workflows

Must-Have Qualifications

• 4+ years of experience in financial services or investment operations

• Experience supporting complex financial client accounts

• Working knowledge of securities and financial markets

• Strong communication and organizational skills

• Bachelor’s degree preferred

Nice to Have

• Experience within asset or investment management environments

• Exposure to diverse client structures

• Process improvement or project coordination experience

Job Tags

Full time

Similar Jobs

ChosenX

Sales Representative (Entry Level) Job at ChosenX

 ...business development? ChosenX , a growing sales and marketing firm in Salt Lake City , is hiring motivated individuals to join our Entry-Level Sales Representative team. This role is perfect for recent graduates, former athletes, or anyone who thrives in a competitive,... 

The H&K Group

Bridge Carpenter Foreperson Job at The H&K Group

 ...safety and efficiently understand and direct carpentry crew Ability to read blueprints and job-related documents Ability to operate surveying instrument, shoot elevations and straight lines Experience with pile driving and drilling equipment Strong verbal and... 

TeleSolv Consulting

TRIRIGA Solutions Consultant Job at TeleSolv Consulting

Application Deadline: 3 April 2026 Department: Federal Services Location: Hybrid Description TeleSolv Consulting is seeking a TRIRIGA Subject Matter Expert (SME) on a 1099 basis to support a federal government agency. The SME will provide highlevel expertise...

Zurich 56 Company Ltd

Pega Developer Job at Zurich 56 Company Ltd

132190 At Zurich Capability Center, we are looking for a: We are hiring Pega Developers at different seniority levels (Junior, Senior, and Lead) to join our team and contribute to building and maintaining robust business process management solutions using Pega... 

Dave Fox Design | Build Remodelers

Residential Interior Designer Job at Dave Fox Design | Build Remodelers

 ...Interior Designer Full-Time | Salaried Dave Fox Design | Build Remodelers Design at the highest level. Build what others only envision. Dave Fox is recognized as one of Central Ohios premier design-build firmstrusted by discerning homeowners to deliver exceptional...