About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is seeking an entry-level Product Management & Operations Analyst to support product platform and operations for investment solutions (mutual funds, SMAs, UMAs, and interval funds). This role provides hands-on exposure to product onboarding, platform support, reporting, and operational controls.

• Support the management and maintenance of investment product lifecycles (onboarding, updates, retirements)
• Assist onboarding products to third‑party investment platforms and coordinate operational requirements
• Help manage platform agreements, fee schedules, and documentation with custodians and service providers
• Coordinate with Sales, Marketing, Operations, Client Service, Technology, and Compliance on product initiatives
• Track project deliverables and timelines; escalate and follow up on open items
• Respond to internal and external partner inquiries related to product and platform activities
• Support account onboarding, transaction and data reconciliations, and issue resolution with counterparties
• Assist with portfolio accounting and reporting for third‑party SMA strategies and interval fund cash movements
• Prepare and maintain recurring reports on AUM, sales, flows, and platform activity; help assemble quarterly and board materials
• Maintain process documentation, support control reviews, and participate in due diligence and compliance activities

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Qualifications & Skills

• Bachelor’s degree in finance, economics, business, accounting, or related field
• Working knowledge of investment markets, securities, portfolio accounting, and financial operations
• Strong analytical, organizational, and project‑management skills; comfortable managing multiple priorities and deadlines
• Excellent attention to detail and problem‑solving skills for data and operational discrepancies
• Strong written and verbal communication; ability to collaborate across business, operations, technology, and compliance teams
• Proficiency in Microsoft Excel (pivot tables, lookups); familiarity with VBA/macros or investment operations systems is a plus
• Must obtain and maintain FINRA Series 7 and Series 66 licenses within 12 months of hire

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Compensation & Location

• Location: Princeton, FL
• Employment type: Full time
• Salary range: $65,000 - $85,000 per year (starting salary determined by experience and qualifications)

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About the Client

Confidential Client is an established firm in the Accounting & Finance industry providing investment and portfolio solutions through multiple product channels. This role sits within the Asset Management Solutions area and is ideal for a recent graduate or early career professional seeking a career in product management and investment operations.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.