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Senior Investment Operations Associate Jobs in Santa Clara, California

Associate, Investment Operations Jobs
By Dimensional Fund Advisors At , Santa Monica, 90401, Ca $70,000 - $90,000 a year
Evaluate trade exceptions and complex shareholder issues and track reoccurring trends for management review
Motivated to self-teach skills and apply learned knowledge to applicable tasks
Assist in developing business requirements and data gathering as necessary for any change service requests
Oversee cash reporting and projections to portfolio managers
Bachelor’s degree: Finance, Business or Economics preferred
Excellent verbal and written communication skills
Associate/Senior Associate, Healthcare Investment
By Temasek At , , Ca $195,000 a year
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
Investment Operations Associate - (Remote)
By Claire Myers Consulting At Los Angeles, CA, United States
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.
Senior Investment Associate Jobs
By Verrus At San Francisco Bay Area, United States
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
Associate, Aperio Investment Operations
By BlackRock At , San Francisco, 94109, Ca $90,250 - $105,000 a year
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
Business Operations Associate/Senior Associate
By SoFi At San Francisco, CA, United States
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
Investment Associate / Senior Associate - Manager Research
By Family Office At New York, United States
• Required Skills and Experience:
Financial modeling skills and general knowledge of portfolio theory, capital markets, private equity, and/or quantitative trading strategies
Among the responsibilities, the Investment Analyst will:
• Monitor and evaluate the fund managers in the Foundation’s portfolio
o Review manager reports and letters, and participate in periodic meetings with investment managers
• Perform quantitative and qualitative analyses of existing and prospective fund managers
Investment Operations Associate Jobs
By Fulcrum Capital At Seattle, WA, United States
Investment and/or wealth management experience is strongly preferred
Trading - Supporting portfolio management team with trade modeling and execution
Liquidity Management – Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion
Collaborating daily with portfolio managers, investment analysts, custodians, advisors, and client service associates
Four-year college degree in finance, economics, accounting, or a related area of study
At least two years of relevant professional experience working in an operationally driven environment is preferred
Associate, Community Investment Portfolio - Grant Operations
By Capital One At , Mclean
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)
Delivering insights, advice and resources that inform Capital One’s products and services
Junior Investment Operations Associate
By Raymond James At , Indianapolis $21.56 an hour
Interprets and analyzes information and prepares reports for management.
Preparing analyses and information reports for management.
Bachelor’s degree in Accounting, Finance, or related degree or one (1) year of relevant experience.
Manages and builds relationships as both and internal external liaison.
Performs other duties and responsibilities as assigned
Experience with fixed income securities
Senior Associate (Renewable Investment)
By Peak2Peak Search At United States

Senior Associate, Investment Development Capital Vehicle

*Only qualified candidates will be considered

Investment Operations Development Program Analyst/Associate
By PNC Financial Services Group At , Pittsburgh, 15222, Pa

Required Education and Experience :

Investment Associate - Mid-Senior Level - Manhattan
By Cory Executive Recruiting At New York City Metropolitan Area, United States
Disciplined, self-starter with the ability to manage your own schedule and priorities
Superior analytical, comprehension, and creative problem-solving skills
This position involves providing support in strategic advisory services within the real estate industry. Responsibilities include:
Analyzing data, conducting research, assisting with financial modeling, and contributing to client communications.
Prospecting new client relationships and referral sources
Staying on top of industry trends and attend networking & industry events
Associate, Investment Operations (Mbs)
By Cerberus Capital Management At , New York, 10022, Ny
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.
Investment Senior Associate - Secondaries (Nyc)
By Madison Hunt At New York, United States

Madison Hunt is partnered with the Infrastructure & Real Assets Investment team of a $90 billion AUM asset manager with 10+ offices globally. The team is looking for a Senior Associate to focus ...

Investment Senior Associate Jobs
By REI At United States
Proven experience in venture capital, private equity, investment banking, management consulting, or a similar field (2-5 years).
Bachelor's degree in business, finance, economics, or a related field; an MBA or other advanced degree is a plus.
Strong analytical skills with the ability to perform in-depth industry research, financial modeling, and market analysis.
Exceptional communication and interpersonal skills, with the ability to build relationships and engage effectively with founders, investors, and other stakeholders.
Uses business knowledge, innovative thinking, and sound judgment in the solution of problems or the pursuit of business opportunities.
Assess the founding teams of potential investments using backchannel referencing, secondary sources, and other available resources.
Associate Investment Operations Analyst
By CrowdStreet At Portland, OR, United States
Relevant work or internship experience in real estate, fintech, investment management, or accounting
Advanced MS Office, Google Suite, data management and analytical skills
Strong project management and multitasking skills; results-driven and adaptable with ability to meet deadlines
Bachelor’s degree, preferably in Business Administration or Finance
Experience with HubSpot, Asana and CRM software tools a plus
Strong communication, problem solving, and client service skills
Investment Operations Associate Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Previous asset management experience preferred
Bachelor’s degree required, preferably in accounting or finance
5+ years’ experience in accounting and/or investment operations
Excellent verbal and written communication skills
Must be willing to work on a hybrid schedule (4 days in office, Fridays from home)
Assist with the operational aspects of the portfolio
Senior Investment Associate Jobs
By Northern Trust Wealth Management At Naples, FL, United States
Knowledge of investment products, services and terminology, usually obtained through on the job training or prior experience, are needed.
Undergraduate degree in business, finance, economics or equivalent relevant work experience highly preferred.
Monitor daily all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met.
Communicate information on current offers, relevant research recommendations and any other related information to PMs.
Analytical and organizational skills are needed to meet deadlines and solve client or administrative projects.
Candidates should have 2-3 years of investment and personal trust client servicing experience.
Senior Investment Associate Jobs
By Rockefeller Capital Management At Paramus, NJ, United States
A minimum of 3-5 years of experience in wealth or investment management
Due diligence and research of new and existing managers and alternative investments.
Maintain relationships with various managers, hedge funds, feeders and alternative companies.
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Detail-oriented with strong analytical capabilities
Ability to manage and prioritize multiple tasks effectively
Pgim Senior Investment Operations Associate - Hybrid/Newark, Nj
By PGIM At Newark, NJ, United States
Portfolio management support and reporting
About PGIM – Global Asset Management
Attention to detail and problem-solving skills
Strong organizational, interpersonal and communication skills
Experience in Investment industry preferred
Bachelor's degree in Business, Finance or Accounting
Senior Associate, Co-Investment Jobs
By Investment Management Partners At New York, NY, United States
Solid quantitative and analytical capabilities
Minimum of three years of relevant experience in Investment Banking, M&A or Private Equity.
Excellent verbal and written communications skills
Conducting quantitative analysis and due diligence on prospective primary & co-investments
Building and updating financial underwriting models for secondary investments and co‐investments
Arranging and attending meetings with general partners, intermediaries, and placement agents
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.
Senior Investment Operations Associate
By PartnerRe At , Stamford, 06902, Ct
Performance reporting, account setup, management reporting, audit support, and collateral management.
Set up and management of reinsurance trusts.
Management of off-balance sheet collateral reports and counter-party exposure reports.
Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related.
10-15 years of investment experience, with at least 5 years in an investment operations role.
Practical knowledge of Bloomberg AIM, CTM, and Clearwater Analytics.
Associate Director, Investment Operations
By Performics At , New York, 10014, Ny $91,000 - $144,000 a year
Understanding of how client business objectives translate into media investment and management strategies
Oversees the daily execution of Investment Management team tasks
Provides expertise and shares knowledge with junior team members
Collaborates internally with leadership across capabilities and teams
Ability to multi-task, manage one’s time, and demonstrate personal organization to meet deadlines
Strong written and verbal communication skills