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
$91k - $121k
...innovation, speed and agility. This means investing in talent, technologies, and tools... ....The Triparty Allocation Associate/AVP is responsible for managing and optimizing the allocation of... ...and test system enhancements.Maintain operating procedures and task controls for...SuggestedFull timeWork at officeLocal areaRemote workDay shift$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...SuggestedTemporary workWork at office- ...professional to join our team as a Credit Operations Analyst. This role involves asset... ...agreements, monitoring and booking all investment activity, and wire processing, paying and... ...brokers. Daily interaction with asset management, borrowers, partners, and outsourced...SuggestedHourly pay
$80k - $110k
...including buffer accounts where appropriate Create & Maintain operational loan files and archiving Additional job related duties &... ...everyone feels valued and empowered. The IMI Corporate & Investment Banking Division is a global partner for Corporate, Public...SuggestedWork at office$125k - $200k
Trading Operations Associate Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company... ..., including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial...SuggestedFull timeWork experience placementWork at office- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing high‑quality advisory... ...regulatory compliance. Your “Day in the Life” Support Manage case notes, client correspondence, and client case files;...Contract workWork at officeHome office
- Guggenheim Investments seeks a Senior Associate to join the Loan Services team in the New York Office. You will support trade operations and funding, analyze data, and coordinate loan settlements and borrowings in a fast-paced environment. The role requires interaction...Work at office
$42k - $90k
...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
Atlas Search is seeking a Loan Operations Specialist for a contract-to-perm role with a leading global investment firm in New York. You will support daily portfolio operations, reconciliations, and reporting across finance and investment teams. The position emphasizes...Permanent employmentContract work$175k - $225k
...planet.We have 4,600 talented specialists on the ground in over 40... ...divisions - Global Advisory, Wealth Management, Asset Management and Five... ...globally than any other investment bank, providing an integrated... ...technology and logistics. Operating as an integral part of our expansive...Full timeWork experience placementWork at office$150k - $225k
...New York City office is looking for an Investment Banking Associate or Vice President to join... ...STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping... ...of the global communities in which we operate, bringing a variety of backgrounds,...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- ## Investor Operations SpecialistApplylocations: New York, United States... ...**Investor Onboarding Specialist- Private Markets Investor OperationsCountry... ...a global multi-alternatives investment firm privately owned by the... ...1998, the firm has grown to manage over $120 billion and is a...Work at officeRemote work3 days per week
- Eagle Strategies LLC, a registered investment adviser and NYL subsidiary, seeks a RIA Specialist for fully remote work. You will handle incoming calls, facilitate... ...efficiencies. Role offers exposure to wealth management with internal courses, potential licenses, and a...Remote job
- Falcon Wealth Planning, Inc. is seeking a Trading Specialist to support the Trading Manager with daily trading, rebalancing, and client service. You will... ...accounts, run analyses, and communicate trades and investment philosophy to clients and advisers. This role partners...
- 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...
$65 per hour
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- Nextera Search is seeking an experienced Middle Office Operations Associate for a New York City-based financial services firm. The role... ...activities across multiple portfolios. You will coordinate with investment professionals and external counterparties to resolve...Work at office
$101.5k - $127k
...investigating data discrepancies, ensuring operational accuracy, and collaborating with customers and cross-functional teams to keep investment operations running smoothly? Are you... ...Engineering, you'll help shape the future of managed investment operations while leveraging...Daily paid$175k - $225k
...Industrials Investment Banking, Associate, NY, Global Advisory... .... We have 4,600 talented specialists on the ground in over 40 countries... ...– Global Advisory, Wealth Management, Asset Management and Five Arrows... ...technology and logistics. Operating as an integral part of our...Work experience placementWork at office- Landing Point in New York is seeking an Investment Operations Associate to support its investment platform across multiple portfolios. You will own daily reconciliation processes, investigate complex exceptions, and collaborate with custodians, fund administrators, and...
- ...Reinsurance Company Ltd. (Fortitude Re) is a leading specialist in legacy reinsurance solutions, backing a... ...group of investors. The Senior Associate, Investment Operations Data, will support the implementation of a new data management platform and ensure high-quality data...
- Why This Role Matters The ABS Operations Specialist ("AOS") will join our New York-based Structured... ...of the Group1001’s early-stage ABS management platform. This individual will play a... ...the seamless execution of the investment pipeline, maintaining compliance standards...Temporary workWork at officeImmediate start
$150k - $225k
...Position Overview Job Title: Investment Banking & Capital Markets – Industrials – Banker Associate Corporate Title: Associate... ...origination and execution Issue client interaction reports to senior management and maintain ongoing communication How You’ll Lead...Full timeWork experience placementWork at office$160k - $200k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling... ...strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in... ...will partner closely with Finance and Operations teams across the firm -including Real Estate...Full timeLocal area- ...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....
- Goldman Sachs is seeking an Investment Banking Associate for the Industrials group in New York. You will help develop and strengthen client relationships, participate on advisory teams, and assist in structuring and executing a full range of transactions. Responsibilities...
$60.56k
...HR Operations SpecialistAt The New York Foundling, we... ..., and we deliberately invest in proven practices. From... ...HR Operations Specialist ensures the efficient... ...submission to ensure financial management of HR business... ...appropriate HRBP and AVP within 24 hours of receiving...Work at office$150k
...SEC-registered fund by AngelList Asset Management that broadens access to venture capital,... ...rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and...Full timeWork at office2 days per week- ...The Role As an Operations Associate, you will be a part of the Sixth Street Global Operations Team that is responsible for investment execution, counterparty management, pipeline and other cash management functions, project management, and reporting and investment performance...Full timeLocal area
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