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Sr. Associate / AVP, Investment Operations
Sr. Associate / AVP, Investment OperationsBayview Asset Management • Coral Gables, FL, US
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Sr. Associate / AVP, Investment Operations

Sr. Associate / AVP, Investment Operations

Bayview Asset Management • Coral Gables, FL, US
17 hours ago
Job type
  • Full-time
Job description

Overview

POSITION SUMMARY :

Bayview Asset Management is seeking a driven and detail-oriented professional to join its Finance and Operations team. This individual will play a key leadership role overseeing investment operations and post-closing operational workflows for Bayview's entire portfolio of whole loans and structured credit products. In this high-impact role, you will focus on driving efficiencies by enhancing and streamlining operational processes. You'll collaborate with the investment operations and broader finance teams ensuring accuracy of high data quality in order to optimize investment operational processes. Strong communication skills are essential, as the individual will collaborate closely with business leaders, investment managers, transaction managers, lenders, servicers, and trustees. The successful candidate will be responsible for building new workflows, optimizing existing processes, and leading a team to support evolving business needs.

KEY RESPONSIBILITIES :

The following job functions are not all-inclusive. The employee will be required to perform other job-related tasks / responsibilities as requested. Job duties may change as required by the needs of the company.

  • Lead and oversee the end-to-end deal operational workflows for Bayview's entire portfolio of credit investment and whole loans (Residential, Consumer, Commercial), including asset-based financing and securitizations.
  • Serve as a key resource in the deal onboarding process to ensure portfolio management systems are correctly set up with connectivity and reconciliation parameters to support deal operational workflows.
  • Serve as a champion and key subject matter expert on all post-closing operational workflows, driving key decisions, and providing expertise to all internal teams.
  • Lead initiatives and work directly with investment managers and servicing oversight to produce and streamline loan level data and reporting.
  • Partner with Technology, Finance and Transaction Management teams to enhance reporting capabilities and optimize data management.
  • Build and maintain strong relationships with third party servicers, trustees and lenders.
  • Leverage Bayview approved technologies (Alteryx, Power BI, SQL, Python), to design and implement data quality checks across systems to ensure accuracy of key deal data points for downstream reporting.
  • Proactively drive process improvements and creatively seek ways to uncover additional efficiencies.
  • Develop and build a comprehensive knowledge of the broader Bayview teams, fostering cross-functional collaboration.

SKILLS / KNOWLEDGE / ABILITIES :

  • Demonstrate sound judgment and decision-making skills, taking ownership for outcomes and delivering strong results.
  • Strong tech forward mind-set, proficiency in Excel, Alteryx, Power BI, SQL, Python or other management reporting tools is a strong plus.
  • Strong conceptual understanding of financial products and investment vehicles for whole loan investments.
  • Experience with residential, consumer and commercial whole loan investment workflows is a strong plus.
  • Strong financial acumen and analytical skills.
  • Strong attention to detail to ensure the accuracy of transaction level data sets.
  • Comfortable working with large data sets; experience analyzing and reconciling deal level data.
  • Ability to interpret and apply analysis to complex documents and transactions.
  • Strong relationship management skills with the ability to interact effectively with fund managers, servicers, trustees, and senior management.
  • Excellent organizational and problem-solving skills, with the ability to manage multiple tasks and oversee recurring processes in a fast-paced environment.
  • Strong verbal and written communication skills, with the ability to collaborate across teams and departments, and effectively present to senior management.
  • Demonstrated ability to proactively drive process improvements and creatively seek ways to uncover additional efficiencies.
  • EDUCATION and EXPERIENCE :

  • An undergraduate degree in accounting, finance, or related field is required; an advanced degree or relevant certification (e.g., CFA, CPA) is a plus.
  • 6-10 years of experience in operations, fund accounting, or finance, preferably in alternative investment / asset management industries.
  • CERTIFICATIONS, LICENSES, and / or REGISTRATION

  • N / A
  • LOCATION and COMPENSATION :

  • This is a hybrid (3-4 days onsite) position that can be based in either Bayview's New York, NY or Coral Gables, FL offices. We have existing team members based in both locations.
  • Base compensation is expected to be $130-160k, with opportunity for incentive compensation including a performance-based bonus.
  • PHYSICAL DEMANDS and WORK ENVIRONMENT

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

    EEOC

    Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

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