Senior Investment Operations Associate Jobs

Experience Preferred: 1 -3 years related work experience in investment management or finance

Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience

Manage your individual and team responsibilities through relationships and metrics

Enjoy working in and learning about data management in the investment industry

Maintain relationships with internal and external investment managers’ by supporting and fulfilling time-sensitive data requests, completing outreach when required

Research additional information to classify investment products in alignment with CA’s Standards and Investment Managers’ expectations.

Developing relationships with investment professionals, management teams, key opinion leaders, and other relevant institutions for origination of new deals

Strong analytical capabilities and willingness to learn new skills quickly

Preferably 1-2 years of life sciences industry experience or equity research/investment banking experience

Self-starter with a proven ability to manage multiple priorities and to work independently

Good communication, interpersonal & team skills

Identifying and assessing investment opportunities across different company stages

Project management skills; experience contributing to and/or managing projects with multiple stakeholders

Strong communication skills and a demonstrated ability to manage time sensitive workflows

Support daily investment process workflows, including data validation & cash management

Asset Management Compliance, Risk and Business Operations (CRBO)

3+ years working experience in financial services

Excellent judgment and problem-solving skills

Time sensitive ad hoc responsibilities as various requests arise, usually compliance and management reporting oriented

Interact with the funds’ trustee regarding cash availability and funding requirements

Major in Accounting, Finance, or Economics

Experience in Advent Geneva preferred

Ability to prioritize responsibilities and work under deadlines

Strong interpersonal skills with capacity to interact with outside parties and personnel across all levels of the firm

Prior experience at an investment manager, hedge fund, or bank preferred

Act as a liaison between Aquarian Holdings, insurance portfolio companies, and third-party investment managers

3-6 years of prior middle/back office operations, investment reporting, and/or accounting experience

Working knowledge of investment operations & reporting processes best-practices

Experience with loan operations a plus

Strong analytical and problem-solving skills, as well as strong interpersonal and communication skills (both written and oral)

Make recommendations with a clear execution plan for future improvements to content management, workflow processes, and user experience.

You have 4+ years of experience in operations (training industry preferred)

You have experience working with Salesforce, Asana, Cornerstone LMS, Tableau, Excel

You know how to present complex information in a clear and concise manner with strong written, verbal, and visual communication skills

Strategize and leverage technology and tools to help provide creative and scalable learning solutions.

Monitor operations performance and determine the highest priority impact updates/changes to make while deprioritizing others.

- 3+ years of operations, finance, data management, implementing programs, and/or managing 3rd party relationships

- Strong project management skills with high attention to detail

Troubleshoot and investigate order issues in the warehouse management system and Shopify

Collaborate with accounting & finance to manage ending inventory and COGS calculations

Be the technical lead on Cin7 Core (Formerly Dear Systems), our inventory management system

Manage data entry for end-to-end PO creation to sale process

4+ years of relevant work experience in investment management, investment banking, or related field.

Join us on our journey to become the preeminent wealth management firm in the United States.

Manage earnings calendar and distribution of printed material for investment meetings

Bachelor's degree in finance, economics, business, or related field.

Strong analytical and problem-solving skills.

Excellent verbal and written communication skills.

Business, Engineering, Math majors, or majors with skills that align to the position, and a minimum GPA of 3.0

Familiarity with Fixed Income instruments through completing relevant coursework, internships, or other experience

Excellent written, verbal communication, and interpersonal skills, including the ability to effectively give/receive feedback and share ideas

Knowledge of SQL and ability to work with databases and large datasets a plus

An entrepreneurial spirit with a willingness to learn and develop new skills

Work within the team to produce and verify portfolio returns and NAVs across different investment vehicles

Review current infrastructure and provide enhancements for risk management and analytics of the investment portfolio.

Bachelor's degree with 3-5 years of experience, experience in Middle Office or Investment Operations preferred

Strong analytical and problem solving skill set

Excellent communication and interpersonal skills to work in a fast paced, high pressure, and dynamic team environment

Ability to multi-task multiple high priority responsibilities

Proficiency with Microsoft Excel (VBA and Visio experience a plus)

Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.

Client service experience to include excellent oral and written communication skills.

Create and monitor an activities system for account follow ups and service requirements.

Ensuring compliance requirements are implemented and followed.

Ability to shift gears with priorities when dealing with an assertive and fast paced manager.

Able to balance the benefits of being lead, taking direction and working independently.

Strong project management and organizational skills.

$130,000 to $150,000 + Bonus (50% of Salary) + Highly Competitive Benefits

A minimum of four years’ successful work experience in investment banking, private equity, consulting, accounting, or mezzanine financing

Quantitative reasoning and problem-solving skills, with strong attention to detail.

Excellent written and oral communication skills.

Tech Enabled Services, SaaS & Automation Enabled Businesses

Fueling strategic community investments (e.g. grants, skills, loans)

Activating the capabilities of “impact forward” associates

High School Diploma, GED or equivalent certification

At least 1 year of experience working in a for-profit company

Experience in back office operations (e.g., transaction processing)

fueling strategic community investments (e.g. grants, skills, loans)

Three plus years of relevant work experience at an investment management firm

Reply to various internal requests, typically from client onboarding and portfolio management teams

Organizational skills to manage data, projects, and processes

Monitor and reconcile separately managed accounts between the firm’s portfolio accounting system and our external custodians, daily

Bachelor’s degree, preferably in business, math, finance, or a related field

Portfolio accounting and performance experience

Finance or similar undergraduate degree preferred or combination of experience/education in lieu of degree.

Investment database maintenance, including cost-basis management, transaction entry, data feed setup and valuation updates.

Maintain and update contact relationship management (CRM) database.

Investment document preparation and file management for both direct investment relationships and third-party relationships.

Understanding of asset management and accounting concepts, including cost basis verses market value and investment reporting.

Scheduling and preparation for investment- and finance-related meetings, including the following Board committees: Finance, Audit, Investment and Retirement.

Trade entry into the firm’s Order Management and Accounting systems.

Maintain meta and financial data in our Data Warehouse Management system and build Data Warehouse reporting leveraging this information.

Useful technical skills: programming languages (Python, VBA, SQL), Visual Portfolio Manager, Bloomberg terminal.

Monitor daily/weekly/monthly checks and assist in development of new checks to manage operational risk.

B.S. or Master’s degree in finance, accounting, economics, or a related field.

Experience working with the various financial products described previously in a middle/back office capacity.

Must possess exceptional time management skills

3+ years of experience in supply chain fulfillment, warehouse, and logistics

Prior experience in wholesale and DTC execution

Experience working with consumer product goods (CPG) and international customers

Prior experience with NetSuite and EDI systems a plus

Must possess exceptional multi-tasking skills

Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively

Support & lead strategic projects requiring a mix of strategy, data analytics, financial modeling, problem-solving, and cross-functional project management

3-5 years of experience in a top-tier consulting firm, investment bank, or high growth business in an analytical capacity

Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides,

A clear communicator with excellent verbal and written communication skills

Support & lead analyses in support of strategic initiatives to develop insights that inform our decision making

Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively

Support & lead strategic projects requiring a mix of strategy, data analytics, financial modeling, problem-solving, and cross-functional project management

3-5 years of experience in a top-tier consulting firm, investment bank, or high growth business in an analytical capacity

Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides,

A clear communicator with excellent verbal and written communication skills

Support & lead analyses in support of strategic initiatives to develop insights that inform our decision making

Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively

Support & lead strategic projects requiring a mix of strategy, data analytics, financial modeling, problem-solving, and cross-functional project management

3-5 years of experience in a top-tier consulting firm, investment bank, or high growth business in an analytical capacity

Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides,

A clear communicator with excellent verbal and written communication skills

Support & lead analyses in support of strategic initiatives to develop insights that inform our decision making