Jobs · Management · New York

Senior Investment Systems & Operations Associate

Constellation Insurance, Inc. · New York, NY · 1 mo ago
Management$35/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "About Constellation Investments" and "Your role and impact". We need headings:

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We have content: - About Constellation Investments (description of firm). Could map to "About the role"? Actually "About Constellation Investments" is about company, not role. But we can use "About the role" heading for description of role? The posting includes "Your role and impact" with responsibilities list. So we can have sections: About the role (maybe short description), Responsibilities, Qualifications (Required Qualifications), Preferred Qualifications (maybe under Skills?), Benefits (list of benefits), Pay (mention "Competitive pay: Fair compensation for your hard work." That's vague but it's a statement about pay. It says "Competitive pay: Fair compensation for your hard work." That's not specific numbers but it's still pay info. According to rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Here they state "Competitive pay: Fair compensation for your hard work." That's somewhat vague but it's still a statement about pay. Is that considered filler? It's not a specific number but it's still a statement. The rule says avoid filler like "commensurate with experience", "not specified", "N/A", "varies", "TBD". "Competitive pay: Fair compensation for your hard work." is somewhat generic but not exactly those phrases. Might be okay to include Pay section with that sentence. Benefits: they list many benefits: Healthcare coverage, Life insurance, 401(k) plan, Family support, Work-life balance, Dress for your day, Inclusion and Culture, Flexible work options, Well-being focus, Community connections. So we can create Benefits section with ul. Schedule: Not mentioned. No schedule info. So we should not create Schedule section. Skills: Could be derived from qualifications? But we have Required Qualifications and Preferred Qualifications. Could combine into Qualifications section? The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can have Qualifications (maybe split required and preferred). Or we could have Requirements (maybe same as qualifications). Let's decide: Use "Qualifications" heading for required qualifications, and maybe "Preferred Qualifications" as a subheading? But we only allowed headings h3. Could have two h3 sections: "Required Qualifications" and "Preferred Qualifications". However the instruction list includes "Qualifications" as a possible heading. It didn't forbid other headings, but said use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gave examples but not exhaustive. So we can use headings like "Required Qualifications" and "Preferred Qualifications". That seems fine. We also need a section for Responsibilities: we have bullet list under "Your role and impact". We'll output ul. We also need About the role: maybe a short paragraph summarizing role: "As the Senior Investment Systems & Operations Associate, you will play a critical role in developing automation and AI-driven solutions that enhance efficiency, accuracy, and scalability across investment workflows, which supporting investment operations. If you enjoy solving complex business challenges, collaborating across teams, and leveraging technology to drive operational excellence, this is an exciting opportunity to make a meaningful impact." That's the opening paragraph. We'll put that under About the role. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. There's none visible besides maybe the trailing comma after "Community connections:"? Actually there is a stray comma after "Community connections:" then a space then newline then " , Required Qualifications". There's a stray comma before Required Qualifications. We'll ignore. We need to preserve all substantive information. Let's extract: About Constellation Investments: "We are a fast-growing asset management firm with $35 billion in assets under management. We invest in a broad range of sophisticated asset classes including public markets, private credit, asset backed securities, direct lending, mortgages, private equity, and derivatives. But people are our biggest assets and we are foremost invested in the growth and development of our associates." We could put that under About the role or maybe a separate "About the Company" but not in allowed headings. Could incorporate into About the role paragraph. Better: About the role: include the initial description plus maybe the company description? The instruction says About the role heading for section headings (e.g. About the role, Responsibilities...). So we can put role description there. The company description could be part of About the role or maybe we could add a separate "About the Company" but not needed. We'll include company info in About the role paragraph. Responsibilities: list from "Design, develop, and maintain automation solutions..." etc. Let's list responsibilities: - Design, develop, and maintain automation solutions for key investment operations workflows, including reconciliations, pricing updates, tracking cash movement, and custody account management. - Create and deploy software solutions, integrations, and AI-powered applications that improve operational efficiency and strengthen business processes. - Create automated reporting and dashboards for senior management - Create and maintain key user interfaces such as for trade order management and asset transfers - Collaborate with investment, technology, finance, and operations teams to translate business and operational requirements into effective technical solutions. - Lead and contribute to special projects while building strong partnerships with both internal and external stakeholders. - Ensure compliance with company policies and regulatory requirements. - Support investment operations, including funding transactions, trade processing, foreign exchange conversions, and cash reconciliations. - Oversee a growing portfolio of broad asset types while coordinating with portfolio managers, banks, custodians, and external asset managers. - Support financial reporting, treasury operations, and accounting processes by delivering timely and accurate data. We'll put each as
  • . Qualifications (Required): list: - Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related technical field. - 3-5 years of experience developing software solutions, automation tools, AI-powered applications, or data-driven business solutions. - Proficiency in Python, Java, C#, JavaScript, TypeScript, or similar programming languages. - Strong SQL and relational database experience. - Experience developing integrations using APIs, databases, and other data exchange technologies. - Knowledge of complex investments, including private placements, derivatives, fixed income, mortgage loans, real estate, and equity securities. - Experience developing, testing, deploying, and maintaining reliable software solutions. - Strong analytical, problem-solving, and communication skills. - Ability to manage multiple priorities and thrive in a fast-paced environment. Preferred Qualifications: - Experience in investments, financial services, insurance, or other transaction-intensive industries. - Experience building workflow automation, data pipelines, reconciliation processes, or operational applications. - Experience developing AI-powered solutions and using generative AI tools to improve business processes. - Familiarity with investment technology platforms such as Bloomberg, Morningstar Direct, investment accounting systems, or similar tools. Benefits: list: - Competitive pay: Fair compensation for your hard work. (maybe under Pay) - Healthcare coverage: Comprehensive medical, dental, and vision from day one. - Life insurance: Company-paid coverage for you and your loved ones. - 401(k) plan: Matching contributions to help secure your financial future. - Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses. - Work-life balance: Flexible time-off policy to recharge and pursue passions. - Dress for your day: Express your style comfortably at work. - Inclusion and Culture: A respectful environment that values unique contributions. - Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration. - Well-being focus: Programs to support a healthy balance between work and home life. - Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth. We need to decide whether to separate Pay and Benefits. The Benefits list includes many items; Pay is just "Competitive pay: Fair compensation for your hard work." Could be its own Pay section. We'll create Pay section with that sentence. Benefits section with the rest (excluding pay). However the list includes "Competitive pay:" as first bullet; we could keep it in Benefits but better to follow instruction: create Pay section only if posting actually states them. It does state competitive pay. So we will have Pay section with that sentence. Benefits section with the other items. Schedule: none -> omit. Skills: Could be derived from qualifications but we already have qualifications sections. Could we add a Skills section summarizing technical skills? Might be redundant. Better to not create Skills if not explicitly stated. The posting does not have a separate "Skills" heading; we have qualifications. So we omit Skills. Now produce HTML fragment:

    About the role

    As the Senior Investment Systems & Operations Associate, you will play a critical role in developing automation and AI-driven solutions that enhance efficiency, accuracy, and scalability across investment workflows, which supporting investment operations. If you enjoy solving complex business challenges, collaborating across teams, and leveraging technology to drive operational excellence, this is an exciting opportunity to make a meaningful impact. We are a fast-growing asset management firm with $35 billion in assets under management. We invest in a broad range of sophisticated asset classes including public markets, private credit, asset backed securities, direct lending, mortgages, private equity, and derivatives. But people are our biggest assets and we are foremost invested in the growth and development of our associates.

    Responsibilities

    • Design, develop, and maintain automation solutions for key investment operations workflows, including reconciliations, pricing updates, tracking cash movement, and custody account management.
    • Create and deploy software solutions, integrations, and AI-powered applications that improve operational efficiency and strengthen business processes.
    • Create automated reporting and dashboards for senior management
    • Create and maintain key user interfaces such as for trade order management and asset transfers
    • Collaborate with investment, technology, finance, and operations teams to translate business and operational requirements into effective technical solutions.
    • Lead and contribute to special projects while building strong partnerships with both internal and external stakeholders.
    • Ensure compliance with company policies and regulatory requirements.
    • Support investment operations, including funding transactions, trade processing, foreign exchange conversions, and cash reconciliations.
    • Oversee a growing portfolio of broad asset types while coordinating with portfolio managers, banks, custodians, and external asset managers.
    • Support financial reporting, treasury operations, and accounting processes by delivering timely and accurate data.

    Required Qualifications

    • Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related technical field.
    • 3-5 years of experience developing software solutions, automation tools, AI-powered applications, or data-driven business solutions.
    • Proficiency in Python, Java, C#, JavaScript, TypeScript, or similar programming languages.
    • Strong SQL and relational database experience.
    • Experience developing integrations using APIs, databases, and other data exchange technologies.
    • Knowledge of complex investments, including private placements, derivatives, fixed income, mortgage loans, real estate, and equity securities.
    • Experience developing, testing, deploying, and maintaining reliable software solutions.
    • Strong analytical, problem-solving, and communication skills.
    • Ability to manage multiple priorities and thrive in a fast-paced environment.

    Preferred

  • Similar jobs