Investment Operations Associate

Partnering with a leading investment organization to identify an Investment Operations Analyst to join its growing team. The job is located in Midtown Manhattan, 4 days in office.

This is a great opportunity for a professional with a strong trade support background and exposure to financial markets and investment products, including equities and fixed income.

Key Responsibilities

• Support day-to-day investment operations, including trade support, settlement, and cash and securities transfers.


• Monitor cash balances, investigate exceptions, and escalate issues as needed.


• Coordinate with internal teams, custodians, brokers, and investment managers.


• Assist with custody account administration, investment account maintenance, and operational reporting.


• Maintain accurate records and documentation, ensuring timely and efficient processing.


• Collaborate with teams across Investments, Treasury, and Capital Partners.

Qualifications

• 2-4 years of experience in investment operations, trade support, or a related financial services role.


• Good understanding of financial markets and investment products, particularly equities and/or fixed income.


• Experience with trade processing, settlement, and the investment lifecycle.


• Familiarity with an investment management platform; Aladdin experience is a plus.


• Strong Excel skills, attention to detail, and analytical abilities.


• Strong communication skills and the ability to work collaboratively across teams.