1 день назад
Associate, Investment Operations
75 000 - 81 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Investment Operations (Financial Products and Operational Risk): Supporting investment operations across new instruments, emerging markets, outsourced providers, and custodial oversight with an accent on data quality, operational risk, and process improvement. Focus on analyzing trade lifecycle and fund-level data, coordinating complex projects, and translating technical findings into actionable recommendations for Portfolio Managers and clients.
Location: Newport Beach, California or Austin, Texas, United States
Salary: $75,000–$81,000 per year, plus discretionary bonus
Company
is a global investment management company specializing in active fixed income and public and private markets.
What you will do
- Support the implementation of new instruments and markets across investment products.
- Identify, measure, monitor, evaluate, and mitigate operational risks in investment processes.
- Oversee outsourced service providers and custodians, ensuring accurate and high-quality output.
- Partner with Portfolio Managers, clients, brokers, custodians, Legal & Compliance, and global operations teams.
- Drive process improvement projects, coordinate stakeholders, and manage dependencies across sub-projects.
- Prepare management reports, presentations, deliverable updates, records, and gap analyses.
Requirements
- Bachelor’s degree, preferably in Finance, Accounting, or Economics.
- Strong problem-solving, critical-thinking, mathematical, organizational, communication, and business-writing skills.
- Ability to work independently, manage multiple initiatives, meet stringent deadlines, and resolve issues from start to finish.
- Strong Microsoft Office skills, especially Excel, Word, Outlook, PowerPoint, and PivotTables; willingness to learn Microsoft Power Platform.
- Knowledge of financial products such as derivatives, structured fixed income, equities, and alternative investments.
- Ability to work from Newport Beach, CA or Austin, TX.
Nice to have
- Experience with Confluence, Smartsheet, Appian, or equivalent project management tools.
- Experience in automation implementation, SQL, database querying, or additional coding.
- Knowledge of AI integration opportunities.
- New market onboarding experience and knowledge of foreign exchange or emerging markets.
Culture & Benefits
- Comprehensive training covering people, processes, systems, trade lifecycle, fund-level data, data quality, and exception management.
- High-performance, inclusive culture built around collaboration, openness, responsibility, and excellence.
- Opportunities to work on strategic initiatives and increase investment operations and financial markets expertise.
- Total compensation includes base salary and a discretionary performance-based bonus.
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