Description This is an Intermediate Level Investment Operations role for a Boston Shareholder Services team, focusing on late afternoon/evening processes. Key responsibilities include maintaining client databases, processing/auditing trades, handling NAV delay communications, managing client inquiries, resolving discrepancies, and ensuring timely trade settlements with custodians. Additional duties involve supporting process improvements, deploying operational changes, assisting with systems integration, adhering to risk escalation protocols, and acting as a backup for the team leader. Requirements Qualification Highlights: + Experience: 4-7 years in investment management operations, with transfer agency experience as a plus. + Skills Needed: Strong knowledge of investment vehicles/processes, problem-solving, attention to detail, effective communication (written, verbal, and via phone), organizational execution, and collaborative teamwork. + Background: A bachelor's degree in finance, accounting, or economics (or equivalent experience) is required. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .