Senior Operations Associate

Boston, MA | Hybrid Schedule | Full-Time | $105,000 – $125,000 Base Salary + Bonus + Benefits About the Opportunity A leading global investment management firm is seeking a Senior Associate, Investment Operations to join one its growing teams. This role sits at the intersection of investment operations, fund accounting, portfolio oversight, and external service provider management, supporting a sophisticated institutional investment platform across global markets and asset classes. This is an excellent opportunity for an experienced operations professional who enjoys solving complex operational challenges, collaborating cross-functionally, and working within a highly analytical and process-driven investment environment. The position offers broad exposure to fund operations, onboarding, portfolio accounting, regulatory reporting, and operational strategy initiatives within a collaborative and intellectually curious organization. Key Responsibilities Oversee portfolio accounting, custody, and middle-office activities across client portfolios and investment funds Investigate and resolve operational discrepancies across internal systems and external service providers Partner with custodians, counterparties, prime brokers, and external vendors to support account maintenance and operational workflows Support fund launches, collateral activities, trading operations, and operational issue resolution Reconcile operational reports and address inquiries from internal and external stakeholders Account Onboarding & Administration Coordinate onboarding activities for separately managed accounts and investment funds Prepare and maintain account documentation, operational records, and internal system setups Act as a liaison between operations, compliance, fund accounting, and external partners throughout onboarding processes Support fund expense management, budgeting, accruals, invoice review, and payment processes Assist with regulatory, compliance, tax, and audit-related reporting requirements Partner with auditors, administrators, and service providers to support financial statement preparation and operational reviews Assist with operational and tax reporting requests including K-1s, Form 5500, and other investor reporting requirements Operational Strategy & Process Improvement Identify and implement workflow enhancements to improve operational scalability, controls, and efficiency Support operational governance initiatives and risk reduction efforts across systems and processes Participate in strategic operational projects involving automation, data quality improvement, and process optimization Collaborate with internal teams to improve operational infrastructure and client servicing capabilities Qualifications Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or related field preferred 7+ years of experience within investment operations, fund accounting, portfolio operations, or related financial services environments Strong understanding of portfolio accounting, fund operations, custody relationships, and investment operational workflows Experience supporting institutional investment products, separately managed accounts, or investment funds preferred Strong analytical, organizational, and problem‑solving skills Ability to manage multiple priorities in a fast‑paced environment Experience working cross‑functionally with internal teams and external service providers Advanced Microsoft Excel skills required Experience with portfolio accounting systems such as Geneva, Advent, or similar platforms preferred Exposure to Tableau or data visualization tools is a plus Base salary range of $105,000 – $125,000 plus bonus opportunity Comprehensive medical, dental, and vision coverage 401(k) with employer contribution Hybrid work flexibility Collaborative and intellectually driven team environment Opportunity to support complex global investment operations and strategic initiatives Strong long‑term career growth potential within a highly respected investment organization #J-18808-Ljbffr Masis Professional Group