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:

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

What We're Looking For:

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