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As a senior investment operations analyst (middle office), you'll manage trade allocations, process investment wire activity, and analyze investment data to support reporting and operations. You'll monitor statutory balances, support allocation decisions, and assist with compliance reporting. You'll also maintain accurate investment records while partnering with teams across the organization.

Remote work allowed.

Must-have qualifications

• Bachelor's degree or higher in Accounting, Finance or related field of study, and a minimum of four years investment experience or related experience.

Compensation

• $108,500/year.
• Gainshare annual cash incentive program up to 30% of your eligible earnings, based on company performance.

Preferred skills

• Proficiency with Bloomberg, J.P. Morgan Markets, custodian platforms, and other investment operations or trading support systems.
• Strong middle office experience, including interaction with brokers, custodians, trade support teams, settlements, and issue resolution across the trade lifecycle.
• Experience with data warehousing, reporting, and visualization tools, including Power BI, to support operational reporting, analysis, and process improvement.
• Solid knowledge of investment products, including equities, fixed income/bonds, and derivatives, as well as accounting and portfolio management systems across front-, middle-, and back-office functions.
• Experience working in a fast-paced investment operations environment, with the ability to manage multiple priorities and meet deadlines with accuracy.

Applicants must be authorized to work for any employer in the U.S. without the need or potential need, of current or future sponsorship for employment. Progressive does not hire candidates with (e.g., F-1 CPT, OPT, or STEM OPT, H-1B, O-1, E-3, TN) statuses for this role.

Energage recognizes Progressive as a 2025 Top Workplace for: Innovation, Purposes & Values, Work-Life Flexibility, Compensation & Benefits, and Leadership.

Equal Opportunity Employer

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