IInvestment Operations Specialist - GIO-MDT Operations Job ID # 9791
Position Overview
The purpose of this position is to support trading, portfolio management, and proxy voting functions. The Investment Operations Specialist will have knowledge of all basic functions performed in Operations including new account initialization, trade support, and proxy voting. The Investment Operations Specialist will effectively interface with clients, brokers, and portfolio managers.
Required Qualifications
Bachelors degree in business, economics or finance or equivalent experience
One year business experience or college internship in a related area preferred
General understanding of investments and financial markets
Strong computer skills including experience with Microsoft Word and Excel required
Key Responsibilities
Support the trading and portfolio management functions of the Boston office; conduct pre-market open reconciliations, process deposit and withdrawal requests from brokers and clients
Review new account documents for completeness and accuracy, set up new accounts; Coordinate first day of trading for new accounts through communication with the client, the Boston trading desk, and other Investment Operations Specialists
Perform pre-market-open reconciliation procedures to ensure that client account data in the portfolio accounting systems is accurate; research cash breaks, maintenance of portfolio accounting systems through the updating of other client data
Provide a high level of quality service to both internal and external clients; answer questions from clients, brokers, consultants, and sales staff regarding new account processing matters
Prepare internal reports for management regarding new account activity and the status of in process new accounts
Key Behaviors for Success
Anchored in the Federated Hermes Pledge, our Behavior Framework provides a compass for the way we behave and perform internally to create the environment necessary to maintain our commitments to each other and to the business. Our behaviors are: Adaptability, Communication, Delivery, Drive, and Relationships.
Working Conditions
Standard work hours are 37.5 per week. However, additional hours may be required
Boston, MA
You will be required to work in the office a minimum of three days each week
Apply to this position: We appreciate your interest in career opportunities with Federated Hermes. For additional information and to apply to this position, please visit the Federated Hermes Careers page and reference Job ID .
The firm does not sponsor employment visas.
About Us
Federated Hermes, Inc. (NYSE: FHI) is a leading global, active asset manager, focused on meeting the diverse and evolving needs of todays investors. Headquartered in Pittsburgh since 1955, with offices spanning North America, Europe, and Asia Pacific, our more than 2,200 highly talented employees are dedicated to a culture of integrity, a drive for excellence in all that we do and an unwavering focus on our clients.
The firm manages $911.6 billion in total assets as of June 30, 2026, across equities, fixed income, liquidity/money market funds, alternatives, and multi-asset strategies for institutions and intermediaries. Federated Hermes is further distinguished by EOS, its stewardship and engagement subsidiary, which advises on $2.3 trillion in assets.
Federated Hermes offers investment professionals the opportunity to work alongside highly regarded portfolio managers, analysts and traders, within a collaborative and intellectually rigorous environment.
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For additional information about the firm, please visit the Federated Hermes website.
EOE Including Disability / Vets
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firms equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices of beliefs of applicants and employees, as well as for mental health or physical disability needs.
The annual base salary range for this position is $58,000 - $75,000. In determining salary multiple factors will be taken into consideration such as primary work location, experience, education and skill set. In addition to base salary, this position includes eligibility for a bonus. We offer our Employees (and, as applicable, their dependents) medical, dental, prescription, vision, and basic life insurance benefits. Additionally, Employees are able to enroll in our companys 401(k) plan. Each calendar year employees are eligible for paid leave, which includes fifteen vacation days, seven ill days, and ten holidays.
