Partnering with a leading investment organization to identify an Investment Operations Analyst to join its growing team. The job is located in Midtown Manhattan, 4 days in office.
This is a great opportunity for a professional with a strong trade support background and exposure to financial markets and investment products, including equities and fixed income.
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Key Responsibilities
- Support day-to-day investment operations, including trade support, settlement, and cash and securities transfers.
- Monitor cash balances, investigate exceptions, and escalate issues as needed.
- Coordinate with internal teams, custodians, brokers, and investment managers.
- Assist with custody account administration, investment account maintenance, and operational reporting.
- Maintain accurate records and documentation, ensuring timely and efficient processing.
- Collaborate with teams across Investments, Treasury, and Capital Partners.
Qualifications
- 2-4 years of experience in investment operations, trade support, or a related financial services role.
- Good understanding of financial markets and investment products, particularly equities and/or fixed income.
- Experience with trade processing, settlement, and the investment lifecycle.
- Familiarity with an investment management platform; Aladdin experience is a plus.
- Strong Excel skills, attention to detail, and analytical abilities.
- Strong communication skills and the ability to work collaboratively across teams.
Investment Operations Associate in new york at Unknown Company
This position is listed as full time and onsite.