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Investment Operations Associate

Whitridge Associates

Our client is seeking an Investment Operations Analyst to support investment operations and client implementation initiatives. This role will coordinate investment-related events and projects while partnering with investment, operations, product, and relationship management teams. Key Responsibilities Coordinate investment operations activities, including account fundings, mandate changes, product launches, liquidations, and account transitions Manage project timelines, deliverables, documentation, and action items Partner with investment, operations, product, and relationship management teams Analyze operational issues and help identify appropriate solutions Support reporting, dashboards, and process improvement initiatives Communicate project status and requirements to internal and external stakeholders Requirements Bachelor’s degree in Finance, Business, Economics, Accounting, or a related fields 3+ years of relevant professional experience, or 5+ years of combined internship and professional experience Experience in investment operations, asset management, financial services, or a related area Strong project management, analytical, and critical-thinking skills Strong organizational skills with the ability to manage multiple priorities Excellent written and verbal communication skills Client-facing experience, investment product knowledge, and familiarity with BI tools are a plus #J-18808-Ljbffr

Vacancy posted 1 day ago
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