Fund Operations Analyst

Solomon Hess Capital Management
$70,000 - $85,000 a year
Arlington County, Virginia
Full time
1 day ago

Job Title: Fund Operations Analyst
Company: Solomon Hess Capital Management
Location: Arlington, VA (Hybrid)
Employment Type: Full-Time

About Solomon Hess Capital Management

Solomon Hess Capital Management is a boutique investment manager with a mission to generate attractive risk-adjusted returns for our investors. With approximately $900 million in assets under management, we provide institutional investors with fixed-income focused investment funds. Since our founding in 2004, our seven-person team has invested over $3.6 billion on behalf of our capital providers.

The Role

We are seeking a detail-oriented and technically proficient Analyst to join our close-knit team. This role is the operational backbone of our investment process, responsible for ensuring the integrity, accuracy, and efficiency of our fund operations. You will support the investment team through the entire investment lifecycle and manage the critical data that drives our firm. The ideal candidate is a systems-thinker who enjoys process improvement and is eager to leverage technology to build scalable solutions.

What You'll Do (Key Responsibilities)

Fund Operations & Trade Support:

Manage the operational lifecycle of our investments, including trade capture, data entry, confirmation, and settlement tracking.

Maintain and enhance the firm's portfolio management systems, databases, and operational workflows to drive efficiency and ensure data integrity.

Act as the primary owner of portfolio data, executing daily checks and reconciliations to ensure accuracy.

Portfolio Reporting & Analysis:

Leverage operational data to generate and deliver periodic reports for internal and external stakeholders, including investor-facing reports.

Identify and implement opportunities to automate manual data and reporting processes using tools like Excel, Python, or VBA.

Contribute to ad-hoc portfolio analysis and data-driven projects that support the firm's investment and strategic goals.

Who We're Looking For (Ideal Candidate Skills)

Experience: 0-3 years of experience in a relevant field such as fund operations, trade support, data analysis, or financial services. We are open to exceptional recent graduates with a strong quantitative background.

Education: Bachelor's degree in Finance, Economics, Data Science, Computer Science, or a related quantitative field.

Quantitative & Technical Aptitude:

Required: High proficiency in Microsoft Excel is mandatory. You should be an expert in functions, pivot tables, and data manipulation.

Strongly Preferred: Experience with or a strong desire to master programming languages for data analysis and automation (Python, R, VBA).

Bonus: Familiarity with Bloomberg and an interest in leveraging new technologies like LLMs to re-engineer workflows.

Meticulous Attention to Detail: A demonstrated ability to manage complex datasets and processes with flawless accuracy is non-negotiable.

Problem-Solving Mindset: A proactive and resourceful approach to identifying issues, proposing solutions, and improving systems. Must be based in the D.C. metro area for a hybrid schedule.

What We Offer

Competitive Salary & Benefits: Salary and bonus depending on experience and qualifications, as well as company paid health insurance and retirement plans.

Direct Impact: As a key member of a small team, your work will have a direct and visible impact on the firm's success and the communities we serve.

Mentorship: You will work directly with the firm's partners and senior leaders every day.

Flexible Environment: We support a healthy work-life balance with a hybrid schedule.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Work Location: Hybrid remote in Arlington, VA 22203

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