The
Investment Analyst supports the execution and processing of investment activity across the family office and nuclear decommissioning trust investment platform. This is a hands-on operational role responsible for trade processing, capital call and distribution management, custodian coordination, and portfolio implementation support. The role reports to a senior investment professional within the CIO office and works across both Mariner Strategic Investments and the nuclear decommissioning trust portfolios. The Investment Analyst gains direct exposure to a broad range of asset classes and investment vehicles and plays a critical role in ensuring the accurate, timely, and efficient execution of the investment program across the platform.
Location: Camden, NJ (On-site)
Primary Responsibilities:- Process trades and investment transactions across public and private asset classes - coordinating with custodians, managers, and counterparties
- Manage capital call and distribution processing for private equity, private credit, and alternatives - tracking notices, funding deadlines, and cash flows
- Coordinate custodian instructions and account maintenance with BMO, Northern Trust, Morgan Stanley, JPM, and other counterparties
- Maintain accurate investment records and reconcile positions across custodial and investment accounting platforms
- Support portfolio implementation - executing rebalancing instructions, subscription and redemption processing, and wire coordination
- Monitor cash positions and liquidity across accounts - flagging shortfalls and coordinating with the accounting function
- Prepare trade blotters, settlement reports, and operations summaries for the investment team
- Support the onboarding of new managers and investment vehicles - coordinating documentation, account setup, and systems configuration
- Assist with performance data collection and reporting support in coordination with the risk and reporting function
Requirements:- 3 or more years of experience in investment operations, middle office, or fund administration - family office, asset management, or prime brokerage background preferred
- Hands-on experience with trade processing, capital call management, and custodian coordination across multiple asset classes
- Familiarity with both liquid and illiquid investment vehicles - public securities, private equity, private credit, hedge funds, and alternatives
- Proficiency with investment accounting and operations platforms - Addepar, Black Diamond, or similar preferred
- Strong attention to detail and organizational skills - ability to manage multiple deadlines and high transaction volumes accurately
- Undergraduate degree in finance, accounting, economics, or related field required
- Strong communication skills - ability to coordinate effectively with custodians, managers, and internal stakeholders
Compensation:- Annual compensation based on skills and experience ranging from $110,000 to $130,000.
Benefits:- Industry-leading medical, dental, and vision coverage with a generous employer premium contribution and Day 1 eligibility!
- FLEX Program - Hybrid work opportunities available for eligible roles, where business needs and role requirements allow
- 401(k) retirement plan with up to a 5% company match and immediate vesting to support long-term financial security
- Paid time off and 11 paid holidays to support rest, balance, and recharge
- Wellness program offering rewards for participation in company-supported health initiatives
- Commuter benefits supporting mass transit and commuter parking options
- Company-paid life and AD&D insurance for added peace of mind
- Education assistance to support continued education and professional growth
- Employee support and voluntary benefits, including an Employee Assistance Program and optional coverage such as disability, legal, identity theft, and insurance programs
- Benefits eligibility and offerings may vary based on role, location, and employment status
