Order Management Analyst

A leading investment management organization is seeking an Order Management Analyst to support critical operational workflows, reconciliation processes, and data management activities within its investment operations function. This role combines operational support, process analysis, and problem-solving in a highly collaborative asset management environment. The ideal candidate enjoys understanding complex workflows, identifying inefficiencies, and improving operational processes. What’s the job? - Process and validate client order activity

• Support order approval workflows
• Monitor and reconcile custodial activity
• Investigate data discrepancies and process exceptions
• Review and analyze operational reporting
• Support Salesforce-related data maintenance and validation
• Coordinate across operations, technology, and external partners
• Identify opportunities for process improvements and automation
• Perform root-cause analysis on recurring workflow issues What’s needed? - Experience within asset management, investment operations, custodial operations, or financial services operations
• Strong attention to detail
• Experience with reconciliation processes
• Strong analytical and problem-solving abilities
• Excellent communication skills
• Ability to work independently in a fast-paced environment
• Salesforce experience preferred
• State Street experience preferred
• Custodial operations experience preferred
• SQL or data analysis skills preferred
• Trade operations experience preferred
• Workflow automation experience preferred
• Asset management industry experience preferred
• Charles River or investment platform exposure preferred Key Details - Compensation: $50/hour
• Location: Chicago, IL
• Work Model: Hybrid
• Benefits: Consultants are eligible to enroll in benefits, including medical, dental, and vision
• Employment Type: Contract (immediate need, with potential extension depending on business requirements)
• Collaborative operational team supporting a business-critical investment operations function
• Opportunity to contribute to process improvement initiatives
• Hands-on exposure to order management, reconciliation, and data workflows If this opportunity aligns with your background and interests, we encourage you to apply today. Paul Wallenberg

Vice President