What are the responsibilities and job description for the Investment Operations Analyst position at Chesapeake Search Partners?
Chesapeake Search Partners is working with an established client to bring on an Investment Operations Analyst to support a broad range of investment-related activities. This role plays a key part in keeping information, reporting, and workflows aligned across multiple teams while supporting both new and existing investment projects.
What You’ll Do
- Help manage and organize investment data across several internal systems
- Support onboarding for new investment projects, including preparing materials and ensuring required documentation is completed
- Partner with teams across investment, finance, operations, and underwriting to keep project information up to date
- Assist with quarterly budget updates, variance tracking, and overall project monitoring
- Maintain tools and dashboards used for reporting to internal stakeholders
- Coordinate with outside partners and consultants to gather and validate project details
- Contribute to process improvements and help streamline operational workflows
What We’re Looking For
- Bachelor’s degree in business, operations, finance, accounting, or a related field
- 3 years of experience in an environment where organization, accuracy, and follow-through are essential
- Strong communication skills and the ability to work collaboratively across teams
- Advanced Excel abilities; familiarity with systems like Salesforce, Smartsheet, Anaplan, Yardi, or FloQast is helpful
- Someone who enjoys learning new tools, managing multiple moving pieces, and supporting investment-focused work
Salary : $75,000 - $90,000