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
Investment Associate • New Orleans, Louisiana, United States