Operations Associate

Job Description

A buy-side firm is looking to add to their Operations Team! This role offers broad exposure across the investment platform, meaningful responsibility, and the opportunity to make a direct impact on the firm's business. As a member of a small Operations team, you will play a key role in supporting the firm's day-to-day operational activities and helping ensure the accuracy and efficiency of processes across the investment platform.

Responsibilities:

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• Support daily and monthly cash and position reconciliations, helping maintain accurate books and records across portfolios.
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• Liaise with custodians and prime brokers to investigate and resolve trade breaks and other operational discrepancies.
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• Book daily cash flows and support timely, accurate trade settlement.
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• Assist with corporate actions tracking and verification, as well as new account and security setup.
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• Partner with the Investor Services team on new investor onboarding and investor cash flows.
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• Collaborate with colleagues across Operations and the broader firm to strengthen processes, resolve issues, and support the firm's continued growth.
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What We're Looking For:

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• Bachelor's degree and 1.5+ years of buy-side operations experience; experience supporting global equity strategies is preferred.
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• Experience with cash and position reconciliations, trade settlement, and other core investment operations processes.
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• Familiarity with common investment operations systems is a plus.
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• Exceptional attention to detail and accuracy, with the ability to manage multiple priorities and meet strict deadlines.
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• A proactive, resourceful approach and sound problem-solving skills, with the judgment to identify issues and drive them toward resolution.
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• Clear and effective written and verbal communication skills.
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• A collaborative mindset with the ability to work effectively across teams.
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