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Senior Associate, Investment Operations

Senior Associate, Investment Operations

VirtualVocationsMission Viejo, California, United States
6 days ago
Job type
  • Full-time
Job description

A company is looking for a Sr Associate, Investment Operations.

Key Responsibilities

Lead and execute complex investment operations functions, including transaction management and portfolio reporting

Oversee the full investment lifecycle ensuring compliance with internal policies and regulatory standards

Resolve complex issues related to trade breaks, reconciliation discrepancies, and compliance exceptions

Required Qualifications

Bachelor's degree in Accounting, Finance, Economics, or Business

5+ years of experience in investment operations, particularly in derivatives or collateral management

Deep knowledge of derivative instruments and collateral processes

Hands-on experience with CRIMS and APEX or similar platforms

Expertise in reconciliation, trade lifecycle management, and regulatory compliance

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Investment Associate • Mission Viejo, California, United States

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