Job Title:

Operations Analyst

Number of Positions:

1

Location:

Cincinnati, OH

Location Specifics:

In-Office

Primary Job Responsibilities:

Summary of Duties:

The Operations Analyst will perform a wide range of operational duties for the purpose of bridging the gap between the Operations Department and the Investment team. The duties will be considered middle office in that they provide the investment team with tools, reports, analytics, and diagnostics with respect to information needed to make investment decisions. The position will report to the Chief Operating Officer but will also work on special projects as assigned by senior management. 

Duties and Responsibilities:
The Operations Analyst can expect to focus in the following areas:

1. Analytics:

• Provide reporting and analytics required by the investment team for the investment decision making process via Red Cedar technology platforms
• Work in conjunction with the credit team to develop databases and relative value tools
• Assist with performance attribution systems that can be useful in assessing performance and assisting asset allocators in their decision-making process
• Assist in reporting and maintenance related to the investment accounting platform

2. Performance Reporting:

• Assist in maintaining the investment performance reporting process including:
• Finalizing monthly investment performance
• Assist with the performance audit and verification process
• Develop, maintain, and oversee quarterly client reporting

3. Investment Operations:

• Assist the COO in back-office operations of the company
• Assist in managing the relationship with outsourced back-office partners
• Maintain trading and compliance platforms and assist in research to further enhance these platforms

4. Other Duties:

• Assist with the due diligence of business partners, counterparties, and outsourced solutions.
• Assist in regulatory compliance and company policies and procedures
• Assist in automation of the firm to free up investment professionals from manual tasks
• Work on special projects as assigned by senior management
• Automate processes and reporting to enhance efficiency using technology and programming skills
   

Minimum Requirements:

Education and Experience:

• Bachelor’s degree, preferably in Finance, Business or related field (Other backgrounds will be considered)
• Basic programming skills or willingness to learn is a plus 
• Entry level position or up to 5 years’ work experience in similar role

Qualifications:

• Positive attitude and enjoys working with others
• An interest in back-office operations and processes 
• Excellent organizational and communication skills (both oral and written)
• Ability to self-manage
• Must be fluent with MS office programs
• Ability to focus on details of projects
• Ability to implement initiatives across multiple departments and locations
• Excellent project management skills
• Strong strategic planning and problem-solving skills
• Sound, independent judgment
• Ability to be proactive and strong situational awareness

The company will provide equal employment and advancement opportunity within the context of its unique business environment without regard to race, color, religion, gender, gender identity, gender expression, age, national origin, familial status, citizenship, genetic information, disability, sex, sexual orientation, marital status, pregnancy, height, weight, military status, or any other status protected under federal, state, or local law or ordinance.