Investment Management Operations Specialist (AVP)
Social Capital Resources
Top-Tier Fund in Manhattan is seeking an Investment Management Operations AVP for a full-time position! Responsibilities Play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class” Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing Researching account breaks and working with back office to reconcile account discrepancies in a timely manner Responding to daily inquiries from other internal firm’s departments regarding SMA accounts Monitoring daily account freeze notifications, proxy meetings, claim reports and escalating issues to the appropriate internal teams as needed Qualifications Bachelor’s Degree 3+ years of relevant experience Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations). #J-18808-Ljbffr Social Capital Resources
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...customer reports. Prepare ad-hoc reports as needed by client and/or management. Prepare customer invoices timely for payments due. Risk... ...level; At least 4 years of work experience required for AVP level. Knowledge of securities industry is a must. Pay Range...Work experience placementWork at office$67k - $83k
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$160k - $200k
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We’re seeking someone to join The Investment Management Operations group supporting the equity, fixed income, ETF, liquidity and alternative businesses... ...and develop client relationships. This is a Team Specialist position at Director level within Product Support & Services...Temporary workWork at office$82k - $133k
We’re seeking someone to join The Investment Management Operations group supporting the equity, fixed income, ETF, liquidity and alternative businesses... ...and develop client relationships. This is a Team Specialist position at Director level within Product Support & Services...Temporary workWork at office- A leading insurance and financial services company in New York is seeking an Associate, Investments - ABS Operations Specialist. This pivotal role involves managing the operational needs of private Asset-Backed Securities transactions, ensuring compliance and effective...
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Sr. Investment Operations Specialist ($65/hr) Title: “Investment Operations Senior Specialist” Locations: Austin, TX or Newport Beach, CA or New York... ...to join the Investment Operations (IO) team. Our team manages investment operations and support oversight, including claims...Work at officeFlexible hoursShift work- Morgan Stanley in New York is seeking a Team Specialist at Director level in their Investment Management Operations group. This role supports equity, fixed income, and ETF businesses, providing key middle-office services. The ideal candidate will have over 7 years of Investment...Work at office
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...services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with... ...have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation ranging from...$90k - $130k
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- ...professional to own critical aspects of the trade lifecycle across both private and liquid investments in New York. This role involves overseeing cash management, liquidity operations, and partnering directly with various professionals to ensure seamless deal execution....
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- ...workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by... ...industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google,...Contract work
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$130k
Data Operations Associate (Alternative Investments) Join to apply for the Data Operations Associate (Alternative Investments) role at Atlantic Group Data... ...Hybrid). This role supports data strategy, portfolio management, and reporting across private markets, with a focus...Permanent employmentFull timePart timeWork at officeMonday to Friday$67.5k - $115k
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