Senior Investment Operations Analyst

Virtual Vocations Inc
Lincolnwood, US

Job Description

A company is looking for a Senior Investment Operations Analyst. Key Responsibilities Process and approve financial transactions in client accounts Initiate incoming and outgoing transfers and deposit stock certificates Perform Anti-money laundering (AML) reviews and respond to service inquiries Required Qualifications Bachelor's degree or equivalent combination of education and experience 1-3 years of related experience in the securities industry FINRA Series 7 License required; Series 24 License desired or to be obtained within 6 months Experience with NFS/Fidelity Wealthscape and Docupace preferred Intermediate experience with Microsoft Office programs

Skills & Requirements

Technical Skills

Finra series 7 licenseNfs/fidelity wealthscapeDocupaceMicrosoft officeFinra series 7 licenseFinra series 24 licenseSecurities industryFinancial transactions

Level

senior

Posted

4/13/2026

Apply Now

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