Investor Engagement Support Analyst
KBW Financial Staffing & Recruiting · Boston, MA · 3 mo ago
Information Technology$60–$67.5/hrTemporary
Key Responsibilities
- Provide direct support to investment professionals and act as a trusted advisor for system and data-related inquiries.
- Troubleshoot trade lifecycle management, data, and application issues while partnering with technical teams on resolutions.
- Support investment platforms related to holdings, exposures, risk analytics, transactions, benchmarks, and reporting.
- Affiliate in production support activities, including monitoring scheduled processes and resolving/escalating issues as needed.
- Communicate effectively with both business users and technology teams.
Qualifications
- 5+ years of experience in investment, business, or systems analysis within global capital markets.
- Strong understanding of equities, fixed income, derivatives, and FX products.
- Experience with OMS platforms such as CRD, Murex, or similar investment systems preferred.
- Strong SQL skills required.
- Experience with investment data, portfolio analytics, performance, attribution, and reporting.
- Excellent communication skills and ability to work directly with investment professionals.
Pay
$60–$67.50/hour
Schedule
Hybrid (4 days onsite)