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Investment Operations Manager Jobs

Investment Manager Jobs
By SmartrHoldings At Dallas, TX, United States

This is for CPAs, investors with networks of investors, finance professionals, and the like.

If you have a network of investors, you can finish your year strong.

Investment Manager Jobs
By Samsung Ventures At Mountain View, CA, United States
·5-10 years of professional experience, preferably in consultancy, finance, or engineering.
·Knowledge in AI and enterprise S/W preferred.
·Superior interpersonal abilities for networking and relationship building.
·Proficiency in leveraging research platforms, such as CBInsights and Pitchbook, to manage vast data streams.
·Pinpoint AI enterprises and technologies aligning with Samsung's strategic interests.
·Participate in industry conferences, networking events, startup pitches, and one-on-one startup engagements.
Investment Operations Specialist Jobs
By Principal Financial Group At , Des Moines, 50392 $23.32 - $31.54 an hour
Excellent problem solving skills, critical thinking and time management skills. Own issues and resolve them in collaboration with others.
Bachelor's degree, or equivalent, in accounting, finance, economics or business related field preferred.
Attention to detail when working with large data sets and good analytical skills.
Prior professional work experience within Financial Services industry is ideal.
Prior experience with DTCC vendor tools, Charles River or like systems is a plus.
Skills that will help you stand out:
Investment Operations Admin. Jobs
By National Western Life At , Austin, 78759

JOB SUMMARY The Investment Operations Specialist supports the Chief Investment Officer and investment staff for NWL’s $10 + billion investment portfolio. This position performs various middle office ...

Investment Operations – Fx Hedge Manager
By Cerberus Capital Management At New York, NY, United States
Exceptional time management and multitasking abilities to handle multiple trades and tasks simultaneously.
Maintain meta and financial data in our Data Warehouse Management system and build Data Warehouse reporting leveraging this information.
Knowledge of relevant regulatory frameworks and compliance requirements in FX trading is preferred.
Desired Experience, Skills, And Background
Liaise with Legal counsel to facilitate the opening of new trading agreements and ensure compliance with regulatory requirements.
Monitor daily/weekly/monthly checks and assist in development of new checks to manage operational risk.
Investment Manager Jobs
By NAT Milk At Los Angeles Metropolitan Area, United States
Knowledge of securities regulations, compliance requirements, and investor reporting standards.
Regulatory Compliance: Ensure compliance with applicable securities regulations, reporting requirements, and investor disclosure obligations.
Bachelor's degree in finance, business administration, or a related field. An advanced degree (MBA, CFA) is preferred.
Proven experience (3+ years) in investor relations, investment banking, private equity, venture capital, or a similar role within the financial industry.
Exceptional analytical and problem-solving skills.
: Investor Relations Manager (Nat Milk)
Investment Project Manager Jobs
By Prime Consulting Inc At United States
10+ years of project management experience
Settlements / Cash Management / Collateral
Investment management background is the key with below
Very strong communicator and organizational skills
Strong expertise (with demonstrated examples of interactions) with any of the following middle and back-office functions with 3+ years experience.
They need to be able to convey an example of the expertise in day-to-day responsibilities from the past
Events Manager - Investment Intelligence
By Nasdaq At New York, NY, United States
Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
Customer-Oriented: You understand the importance of creating positive experiences for our partners and customers, whether through engaging tours or well-executed events.
Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
Proactive: You take initiative and anticipate needs ahead of time, ensuring that all event-related elements are handled effectively and efficiently.
Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
Investment Manager Jobs
By LiquidMetal Ventures 观正资本 At Cambridge, MA, United States
Liquidmetal Ventures Management LLC, Cambridge, MA
Liquidmetal Ventures Is Looking For An Investment Manage/Senior Associate To Join The Boston Team In MA.
As part of a dedicated Investment team, you would:
• Fast learning curve guaranteed
• Higher rank position & future rewards
Investment Manager Jobs
By Org3D At New York, United States
Interview founders and senior management
4 years experience in financial due diligence
4+ years experience in the big four OR credit firms OR Venture Debt Funds
Collect and analyze tech companies’ financial and operational data
Perform due diligence using an in-house AI-based underwriting platform
Structure deals and negotiate for potential transactions
Investment Manager Jobs
By Xero Bit Technology At United States
Investment Manager | Portfolio Management | Risk Analysis | Client Relations
Construct and manage equity portfolios, utilizing diversification strategies across logistics-related sectors, market caps, and geographies to mitigate risk and maximize returns.
Conduct comprehensive equity research, evaluating financial statements, assessing company valuations, and monitoring industry developments to inform investment decisions.
Develop and implement investment strategies that integrate logistics insights, optimizing portfolio performance and aligning with client objectives.
Monitor market conditions, track stock performance, and execute trades to capitalize on logistics-related market opportunities while managing portfolio risk exposure.
Collaborate with clients to understand their investment goals, risk tolerance, and time horizons, providing tailored investment advice and regular portfolio updates.
Investment Operations Analyst Jobs
By Daley And Associates, LLC. At Berwyn, PA, United States
Bachelor’s Degree (preferably in Finance)
Internship(s) or similar work experience
Knowledge of MS Office applications and spreadsheet proficiency
Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
Settle trades and foreign exchanges
Process securities and cash transactions
Investment Operations Director Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Operations central point of contact for the investor relations, finance, and fund management teams
Prior Management experience within Credit Operations required
Results-oriented leader with strong presentation skills and can present regular updates to senior management, including business COO and CFO
Candid and transparent communication with direct reports and senior management team
Manage a global team of approximately 30 internal / external resources
Build, manage, and enhance relationships with internal clients and external partners, including the funds’ prime brokers, trading counterparties, administrators and custodians
Core Operations Senior Manager (Investment Operations)
By Capital Group Companies At , Irvine, Ca $163,779 - $278,424 a year
You’re a people leader. You’ve directly managed a range of experience levels, capabilities, and working styles.
You are a skilled communicator. You place high value on being authentic, respectful, and engaging.
Master’s bachelor's degree in finance accounting business economics or related field is preferred.
“I can succeed as a Core Operations Senior Manager (Investment Operations) at Capital Group”
You can learn more about our compensation and benefits
When developing a vision, you consider long term impacts and make a personal commitment to exploring diverse perspectives and dissenting viewpoints.
Investment Operations - Asset Servicing
By Northern Trust Corp. At , Chicago, 60603, Il
Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
Knowledge of financial services, asset management and/or investment operations
A college or university degree and/or 1 or more years of relevant work experience
Previous Client Service experience in a service oriented environment
Excellent oral and written communication skills
Analytical and problem solving skills
Investment Operations Analyst Jobs
By Southern Methodist University At , Dallas, 75205, Tx
Salary commensurate with experience and qualifications
Bachelor’s is required. Preferably degree in Accounting, Finance or a relevant area.
Sit for long periods of time
This role is an on-campus, in-person position.
Investment Operations Specialist Jobs
By Moody National Companies, LP At , Houston, 77024, Tx
1 - 2 years: Experience in an professional office environment.
1 - 2 years: Commercial Real Estate experience.
Serve as the support to the Investor Services and Distribution teams by coordinating, facilitating, and communicating investment activities.
Drafts correspondence to existing and prospective clients. Will gather, prepare and distribute investor materials.
Compose various documents such as correspondence, interoffice memos, meeting agendas, reports, charts and tables.
Gather and coordinate materials necessary for transactions.
Investment Operations Specialist Jobs
By Farmers State Bank At , Waterloo, 50701, Ia
Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
Intermediate PC skills (Excel, Word, etc.)
Effective decision making and problem solving skills
Proven ability to handle other assignments and effectively prioritize and manage workload
Prepare presentations and proposals, custom reports, and portfolio summaries for clients.
Track transactions, forms submitted, and financial activities to ensure they are being completed efficiently.
Senior Manager, Investment Operations (Qri)
By Fidelity Investments At , Boston, 02210, Ma
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
Investment Operations Manager Jobs
By The Nature Conservancy At , Arlington, 22203, Va
Experience with Backstop Solutions (or other Portfolio Management Systems).
Manage the execution of cash management, investments, account openings, capital calls, rebalancing, corporate actions, vendor notifications, and similar duties.
Perform reconciliation of transactions, valuations and investment returns with investment managers, custodian bank, and portfolio management system.
Manage other responsibilities as assigned by the Director of Investment Administration and the Director of Investments.
Bachelor's Degree in Finance, Accounting or Business Administration and 5 years' related experience or equivalent combination.
Strong organization skills, accuracy, attention to detail and ability to manage multiple tasks.

Are you an experienced Investment Operations Manager looking for a new challenge? We are looking for a motivated and organized individual to join our team and help us manage our investments. You will be responsible for overseeing the day-to-day operations of our investment portfolio, ensuring that all transactions are accurately recorded and reported. You will also be responsible for developing and implementing strategies to maximize returns and minimize risk. If you have a passion for finance and a strong understanding of the investment industry, this could be the perfect opportunity for you!

Overview An Investment Operations Manager is responsible for overseeing the day-to-day operations of an investment firm. They manage the investment process, including portfolio management, risk management, and compliance. They also ensure that the firm is in compliance with all applicable laws and regulations. Detailed Job Description An Investment Operations Manager is responsible for overseeing the day-to-day operations of an investment firm. They manage the investment process, including portfolio management, risk management, and compliance. They also ensure that the firm is in compliance with all applicable laws and regulations. They are responsible for developing and implementing policies and procedures to ensure the firm’s compliance with all applicable laws and regulations. They also oversee the firm’s financial performance, including budgeting, forecasting, and reporting. They are responsible for developing and maintaining relationships with clients, vendors, and other stakeholders. Job Skills Required
• Knowledge of investment operations and processes
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Ability to manage multiple projects simultaneously
• Ability to work under pressure and meet deadlines
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of experience in investment operations
• Professional certification in investment operations (e.g., CFA, CIPM, etc.)
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
Job Knowledge
• Knowledge of investment operations and processes
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Knowledge of financial regulations and laws
• Knowledge of accounting principles and practices
• Knowledge of portfolio management and asset allocation
Job Experience
• 5+ years of experience in investment operations
• Experience in portfolio management and asset allocation
• Experience in financial analysis and reporting
• Experience in risk management and compliance
• Experience in developing and implementing policies and procedures
Job Responsibilities
• Oversee the day-to-day operations of the investment firm
• Develop and implement policies and procedures to ensure compliance with all applicable laws and regulations
• Manage the investment process, including portfolio management, risk management,