Investment Operations Associate

Vaco
CA, United States
Full-time

Vaco Boston has partnered with our client, a global investment management firm, that is seeking to hire an Operations Associate.

Primary Responsibilities :

  • Facilitate trade settlements
  • Resolve trade discrepancies and failing trades.
  • Collaborate with trading, portfolio management, client service, & sales staff to research and respond to account-related issues
  • Conduct vendor oversight for account administration
  • Improve quality controls by recommending operational improvements
  • Coordinate and support client restriction reviews.
  • Work with the portfolio management team as needed to support the manager onboarding processes.

Qualifications :

  • Bachelors degree.
  • 2-4 years of experience in a trade operations role with an investment manager or custodian / broker dealer
  • Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
  • Strong organizational skills and attention to detail
  • Ability to work on multiple issues / projects simultaneously
  • Ability to handle deadlines and time-sensitive situations
  • Excellent communication skills
  • 12 days ago
Related jobs
Promoted
Capital Group
Irvine, California

I can succeed as a Senior Investment Operations Associate-Core Ops at Capital Group. As a Senior Investment Operations Associate-Core Ops become a member of the Accounting Control Team (ACT), you will work independently on standardized/recurring assignments and under the direct supervision of more...

Promoted
Vaco
CA, United States

Vaco Boston has partnered with our client, a global investment management firm, that is seeking to hire an Operations Associate. ...

Promoted
Virtual
San Francisco, California

Vaco Boston has partnered with our client, a global investment management firm, that is seeking to hire an Operations Associate. ...

Natixis Investment Managers
San Francisco, California

Minimum of 3 years of experience in a trade operations role, preferably with an investment manager or custodian/broker dealer. Represent Operations in strategic business reviews. ...

Vaco
San Francisco, California

Vaco Boston has partnered with our client, a global investment management firm, that is seeking to hire an Operations Associate. Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits histo...

Capital Group
Irvine, California

I can succeed as a Senior Investment Operations Associate-Core Ops at Capital Group. As a Senior Investment Operations Associate-Core Ops become a member of the Accounting Control Team (ACT), you will work independently on standardized/recurring assignments and under the direct supervision of more s...

Regal Executive Search
San Francisco, California

Senior Associate, Middle Office Operations. Senior Associate role contributes to the daily trade operations support of portfolio strategies. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments a...

Ares Management Corporation
Los Angeles, California

Ares is looking for an Associate to join the Los Angeles Investment Operations team. The Investment Operations team works closely with business stakeholders in three lines of business (Credit, Private Equity and Real Estate) as well as various corporate functions. The Associate will be responsible f...

Regal Executive Search
San Francisco, California

Senior Associate, Middle Office Operations. Senior Associate role contributes to the daily trade operations support of portfolio strategies. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments a...

Promoted
Barden Electric
Gardena, California

As an Electrical Construction Project Manager, you will ensure seamless communication with the site coordinator and foster commendable relations with General Contractor Superintendents and Office staff. You'll oversee the direction, completion, and financial facets of diverse projects while lead...