Senior Associate, Investment Operations

Job Responsibilities

• Develop a deep understanding of reconciliation and operational processes.
• Resolve complex operational exceptions through investigation and root cause analysis.
• Recommend process improvements to strengthen controls and improve efficiency.
• Partner with various departments to resolve operational issues and improve workflows.
• Review and challenge fund administrator processing for accuracy and adherence to standards.
• Contribute to initiatives that automate processes and improve efficiency.
• Support system enhancements, platform migrations, and new business implementations.
• Identify opportunities to streamline workflows and improve scalability.
• Affiliate with operational KPIs and reporting.
• Participate in testing activities for new systems and process enhancements.
• Contribute to cross-functional initiatives and strategic process improvement projects.
• Support implementation of technology-enabled solutions.

Qualifications

• 4–8 years of experience in Investment Operations or related financial services functions.
• Extensive experience with bank loan operations, private credit, syndicated loans, or alternative investments.
• Experience leading operational improvement initiatives and business transformation projects.
• Strong experience managing complex operational risk and designing control frameworks.
• Proven ability to influence senior stakeholders and drive cross-functional initiatives.
• Experience partnering with Technology on automation and system implementations.
• Strong understanding of investment operations, accounting principles, and operational controls.
• Experience with custodian banks, agent banks, broker dealers, and fund administrators.
• Strong proficiency with Microsoft Excel, Power BI, and data analytics tools.
• Experience with Wall Street Office, Geneva, Python, SQL, Alteryx, Power Automate, or similar technologies is desirable.
• Experience within alternative investments, private credit, private equity, or hedge funds is preferred.

Pay

Salary: $130,000 – $160,000, Plus Bonus