645 Securities Operations jobs in the United States
Securities Operations Specialist III - Minneapolis, MN
Posted 3 days ago
Job Viewed
Job Description
What You'll Do:
Were looking for a Securities Operations Specialist III to join our Trust & Custody PCS team in Minneapolis, MN! In this role, youll act as the primary resource for critical production or escalation issues while providing management-level reporting to include service quality, volume tracking, and/or staff performance.
Here are a few examples of the kind of things you will do:
- Demonstrate in-depth knowledge of processes within the immediate team and perform operational tasks for highly complex financial transactions.
- Perform balancing, reconciling, research and resolution for the most complex differences.
- Lead and/or participate in production improvement efforts and address procedural impacts. Provide back-up for most department functions.
- Understand internal control framework and use this information to provide risk mitigation techniques, while prioritizing and focusing on the higher risk items.
- Consistently demonstrate a positive, solution-oriented mindset with a commitment to collaboration.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are:- High School Diploma or equivalent
- At least 5 years of experience in customer service, operations, financial services or business processing
- Securities industry experience strongly preferred
- Strong attention to detail and accuracy
- Good verbal, written and interpersonal communication skills
- Advanced organizational and multi-tasking skills
- Has advanced and specialized expertise, typically developed through a combination of job-related training and work experience
Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range:
$26.97 - $36.49 / hour
Time Off Program:
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible:
Yes
Additional Information:
Location
This role is for our Minneapolis, MN office location. There is an onsite requirement during training. Post training you'll have the opportunity for a hybrid work arrangement.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window:We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF):
9/10/2025
Latest Post Date: Careers - US:
9/10/2025
2026 Guardian Summer Intern, Park Avenue Securities Operations
Posted 16 days ago
Job Viewed
Job Description
Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.
**Internship Dates:**
The internship program will run from **Thursday, May 28, 2026 - Friday, August 7, 2026** .
We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on **Friday, November 14, 2025, at 11:59PM ET** or when role(s) have been filled, whichever comes first.
**You are:**
A rising senior (graduation date of December 2026- May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment.
**Location (housing is not provided):**
+ Bethlehem, PA
**You have:**
+ Strong organizational skills to manage multiple projects with attention to detail for accurate documentation and follow up
+ Must be detail-oriented, possess excellent time management skills, and have the ability to work collaboratively with various departments
+ Strong knowledge of Microsoft Office
**You will:**
+ Assist with project tracking to ensure all projects are organized and coordinated, help with testing, meeting preparation, and documentation on project tasks
+ Lead a data management project, overseeing all aspects from planning, data gathering, and testing, while performing comprehensive tracking and data analytics
+ Provide general administrative support as needed
+ Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career
+ Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings
+ Build a network of colleagues and have a sense of community with other interns and other parts of the business
+ Think broadly and ask questions about data, facts and other information
+ Be a self-starter - someone who enjoys "rolling up their sleeves and getting things done", has high energy, strong work ethic, displays the ability to work independently, and is creative
**We offer:**
+ Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way
+ Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent
+ Employee Resource Groups that advocate for inclusion and diversity in all that we do
+ Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability
**Eligibility:**
+ Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position.
+ **You must be available for the full program dates of the internship program.**
If you have any questions regarding the application process, please feel free to email .
**Salary Range:**
$20-$35 per hour
**Salary Range:**
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Securities Services Operations Associate
Posted 1 day ago
Job Viewed
Job Description
These Securities Services Operations Associates each have a specific and impactful function for our clients and UMB to ensure accurate processing requests. The Trust Operations team members are subject matter experts that assist our business partners by delivering a high level of performance in a fast paced environment
The Securities Services Operations Associate is responsible for setting up new bond issues in the shareholder system. They will monitor for incoming requests and maintain a high level of speed and accuracy while supporting a large number of internal and external clients. This role has a large volume of data entry processing, will require a base working knowledge of MS excel and will complete moderate financial calculations. Additionally, this role will assist with peer review and learn multiple functions within the team. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.
The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. We are medium sized team that works closely together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond.
*This will be a hybrid role-with time working remote and in the office
**_How you'll spend your time:_**
+ You will use problem solving skills to determine what action needs to be taken to ensure timely and accurate setup of new bond issues in the shareholder system
+ You will need strong communication skills to make a positive client experience.
+ You will to have strong attention to detail to ensure issues are setup correctly so that billing and payments process accurately and on time.
**_We're excited to talk with you if:_**
+ 2 years of financial services experience
+ OR 1 years of financial services experience and Associates Degree
+ OR a Bachelors Degree
**Compensation Range:**
$32,640.00 - $62,640.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
Securities Services Operations Associate
Posted 15 days ago
Job Viewed
Job Description
These Securities Services Operations Associates each have a specific and impactful function for our clients and UMB to ensure accurate processing requests. The Trust Operations team members are subject matter experts that assist our business partners by delivering a high level of performance in a fast paced environment
The Securities Services Operations Associate is responsible for setting up new bond issues in the shareholder system. They will monitor for incoming requests and maintain a high level of speed and accuracy while supporting a large number of internal and external clients. This role has a large volume of data entry processing, will require a base working knowledge of MS excel and will complete moderate financial calculations. Additionally, this role will assist with peer review and learn multiple functions within the team. You can expect a fast-paced environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career.
The Trust Operations team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. We are medium sized team that works closely together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and beyond.
*This will be a hybrid role-with time working remote and in the office
**_How you'll spend your time:_**
+ You will use problem solving skills to determine what action needs to be taken to ensure timely and accurate setup of new bond issues in the shareholder system
+ You will need strong communication skills to make a positive client experience.
+ You will to have strong attention to detail to ensure issues are setup correctly so that billing and payments process accurately and on time.
**_We're excited to talk with you if:_**
+ 2 years of financial services experience
+ OR 1 years of financial services experience and Associates Degree
+ OR a Bachelors Degree
**Compensation Range:**
$32,640.00 - $62,640.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
Invst Operations Securities Specialist
Posted 1 day ago
Job Viewed
Job Description
WHAT IS THE OPPORTUNITY?
The Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company.
WHAT WILL YOU DO?
* Acts as a liaison with SEI Private Trust Company; resolves problems and discrepancies related to cash transactions, including but not limited to incoming and outgoing wire transfers.
* Responsible for processing investment transactions and reconciling account information;
* Reviewing system records and client agreements to ensure company standards and client eligibility are met;
* Assigns Trust account numbers and for archiving records in accordance with Retention Guidelines
* Sorts and delivers incoming mail and Trust checks to designated areas of WMS
* Sorts and scans all applicable documentation into Filenet for WMS, CNR and CNS
* Able to verify accuracy, manage risk, resolve issues using multiple resources, account records and online systems
* Provides back-up for other numerous functions when required to.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 4 years of securities experience, preferably in trust securities.
* Minimum 4 years of experience with procedures, practices and regulations governing trust-securities operations.
*Additional Qualifications*
* Ability to perform research and analysis of data related interest/dividend
* Ability to deal with Investment Managers and brokers in difficult situations.
* Ability to interpret documentation
* Thorough understanding of and experience, using procedures, practices and regulations governing trust-securities operations.
* Computer systems experience preferred.
* Excellent verbal/written communication skills.
* Extreme flexibility, ability to handle a large volume of work which includes multiple tasks while maintaining accuracy.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#CA-DH
#LI-DH
Investment Operations Manager
Posted today
Job Viewed
Job Description
The Company
Our client, a locally based wealth advisory firm, is looking to add an Investment/Insurance Operations Manager to their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience with investments, annuity, life insurance and advisory products. The position offers a highly competitive salary/benefits package and career advancement opportunities.
The Role
The Investment/Insurance Operations Manager will support the team of financial advisors by managing all operational and administrative tasks related to investment, annuity, advisory products, life insurance, disability insurance and qualified plan sales. This role requires proficiency in application processing, managing policy documentation, coordinating underwriting requirements and ensuring compliance with industry standards. This individual will review, prepare and distribute contracts and related documents to clients, while resolving any client inquiries and coordinating all client communication. The Investment/Insurance Operations Manager will stay up to date on new product offerings, regulatory requirements and market trends.
Required Qualifications :
The successful candidate will possess the following:
- BA/BS in business or finance related field.
- FINRA and New York State Insurance licenses.
- 5+ years’ experience in the processing/servicing of investment, annuity, advisory and life insurance products.
- 3+ years in a management role.
- Proficiency in Microsoft Office Suite, especially Excel
- Strong analytical skills with a focus on accuracy in data entry and recordkeeping
- Solid written and verbal communication skills with the ability to communicate effectively with clients and team members.
- Ability to prioritize tasks and meeting deadlines in a dynamic work environment.
At this time, the good faith estimate of the annual base salary range for this position is $70,000 to $100,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as years of experience and skill level.
If you are interested in learning more about this role, please apply with your resume and contact information to
Investment Operations Associate
Posted today
Job Viewed
Job Description
A NY-based Fixed Income Asset Manager is looking for a fixed-income investment operations Associate to work directly with portfolio managers and the operations team to manage operational aspects of the existing book and to assist with expanding and improving operational systems and processes in the future. Candidates must have a deep understanding of bank loans, Collateralized Loan Obligations (CLOs), and other complex fixed income structures.
Client is seeking candidates who (1) understand the fixed income market, bond math, and underlying mechanisms rather than simply processing tasks, (2) are detail-oriented, and (3) possess advanced Excel skills.
Responsibilities:
- Monitor all MBS, CLO, ABS, and related derivative trades
- Reconcile, clear, and settle all fixed-income and derivative trades
- Work closely with major sell-side trading counterparties on all trading operations issues
- Monitor all the data that enters the firm’s portfolio management, performance, and accounting systems
Requirements:
- Must have 1-2 years of front-office structured products trading desk experience
- Must have 2+ years of relevant fixed-income trade capture, settlements, and operational experience related to MBS, CLO’s and other securitized fixed-income products
- Must 1) understand the market, bond math and underlying mechanisms rather than simply processing tasks, (2) are detail-oriented, and (3) possess advanced Excel skills.
- Must have structured product knowledge
- Strongly prefer candidates who have experience working with Charles River’s Order Management System
- Must have experience reviewing and analyzing term sheets and credit agreements
- Superior communication skills
- Must have experience working with both external clients and internal operations
- Must have Excel and MS application experience
- Must be looking to join a top-tier organization that can offer career growth opportunities
- Client can only hire US Citizens or Permanent Residents- No Visa sponsorship
Keywords: Middle and Back Office, Operations, Charles River, Structured Credit, MBS, CLO, Trade Capture, Settlements, Reconciliation, Fixed Income, Derivatives, Term sheets, credit agreements
Please send resume to
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Investment Operations Associate
Posted 15 days ago
Job Viewed
Job Description
We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.
Responsibilities:
- Perform administrative duties to support investment operations and ensure team efficiency.
- Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.
- Assist in preparing and verifying financial reports to maintain accuracy and compliance.
- Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.
- Collaborate with team members to streamline operational processes and enhance productivity.
- Maintain detailed documentation and records to support auditing and operational requirements.
- Identify discrepancies and propose solutions to improve data accuracy.
- Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.
Key Responsibilities:
Perform general administrative functions to support investment operations and team efficiency.
Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.
Assist with operational tasks and ensure accuracy in financial reports.
Communicate with internal and external stakeholders via phone and email.
Provide exceptional service and build relationships while handling inquiries in both English and Spanish.
Requirements
- Bachelor's degree in Finance, Business, or a related field is preferred.
- At least 2 years of experience in financial services or related roles.
- Strong proficiency in Excel, including the ability to use pivot tables and VLOOKUP functions.
- Fully bilingual in English and Spanish, with strong written and verbal communication skills.
- Highly organized and detail-oriented with a strong analytical mindset.
- Demonstrated ability to manage multiple tasks in a fast-paced environment.
- Proactive approach to identifying and addressing operational needs.
- Strong interpersonal skills to build relationships and collaborate effectively.Required Qualifications:
Education: Recent Bachelor's degree in Finance, Business, or a related field preferred.
Experience: Recent graduate or 2+ years in a financial services role.
Technical Skills: Proficiency in Excel (VLOOKUPs, pivot tables, etc.).
Language Skills: Fully bilingual in English and Spanish (written and verbal communication).
Soft Skills:
Detail-oriented and organized.
Strong numerical aptitude and analytical mindset.
Proactive and able to anticipate business needs.
Excellent interpersonal and phone communication skills.
This role is paying up to 80K plus bonus and benefits working 100% on site.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Investment Operations Project Manager
Posted today
Job Viewed
Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.
The Impact:
As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:
- Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.Investment Operations Project Manager
Posted 1 day ago
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Job Description
Alternative Investment Operations & Accounting Ecosystem Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment. The Impact: As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will: Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8 years of project management experience 1 years experience with project management software including but not limited to MS Project, Smartsheet, and Jira The Ideal Qualifications 10 years of project management experience, 5 within a PMO 8 years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes Project Management Professional (PMP) certification or equivalent Agile/Waterfall project management experience Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the CFPMO Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-DM2 CFPMO MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.