Investment Analyst

Investment Operations Automation Analyst

Tamar Securities is seeking an Investment Operations Automation Analyst to design, build, and maintain automated workflows supporting trading and investment operations as the firm scales.

This role sits at the intersection of trading, operations, and technology. The ideal candidate has a strong operational mindset, understands the importance of data integrity in trade execution, and has the technical skill set to replace manual, spreadsheet-driven processes with automated, scalable systems.

As account volume and customization increase, this role will be critical in ensuring trade implementation remains efficient, accurate, and controlled.

Key Responsibilities

Trading \& Investment Operations Automation

• Design and build automated pre-trade workflows to validate account data, trade eligibility, and portfolio customization
• Develop tools that streamline trade readiness across multiple accounts and strategies
• Automate model-to-account mapping, drift analysis, and exception reporting
• Reduce manual review and spreadsheet dependency in trade implementation processes

Data Pipelines \& Systems Integration

• Build and maintain automated data pipelines between custodians, portfolio management systems (e.g., Tamarac), and internal tools
• Ensure data accuracy, consistency, and auditability across systems
• Create standardized datasets and reports used by trading and investment teams
• Identify, troubleshoot, and permanently resolve data breaks or workflow failures

Workflow \& Process Design

• Analyze existing operational workflows and identify opportunities for automation
• Design scalable, repeatable processes that support account growth and customization
• Implement controls, checks, and logging to mitigate operational and trading risk
• Document workflows, systems, and logic clearly for internal use

Cross-Functional Collaboration

• Work closely with portfolio management, trading, operations, and compliance teams
• Translate investment and operational requirements into technical solutions
• Support ongoing enhancements as strategies, constraints, and account complexity develop

Required Qualifications

• Advanced proficiency in Excel (complex formulas, Power Query, structured models)
• Strong working knowledge of Python for data processing, automation, and workflow logic
• Experience working with large, multi-account datasets
• Strong attention to detail and understanding of operational risk in trading environments
• Ability to design, build, test, and maintain automation solutions independently
• Certified CFA level 3 - Pass the three levels of the CFA exams

Preferred Qualifications

• Experience in an RIA, asset manager, hedge fund, custodian, or trading operations role
• Familiarity with portfolio management platforms such as Tamarac or similar systems
• Experience with APIs, SQL, or cloud-based data tools
• Exposure to trading workflows or customized portfolio implementations
• Background in finance, economics, computer science, or a related field

Computer systems required:

Tamarac, Redtail, Excel Professional, Computer Science technician, preferably registered with a Series 65, RIA wealth management firm.

What Success Looks Like

• Trade implementation processes are faster, more consistent, and less manual
• Automated pipelines are now replacing spreadsheet-driven workflows
• We identify and resolve pre-trade issues before execution
• Data accuracy and system reliability improve as account volume scales
• Investment teams spend less time on operational cleanup