Operations Associate
Summary
We are seeking a meticulous and motivated Operations Associate to join our expanding investment team. This role is pivotal in maintaining operational excellence across client service, account administration, trade execution, and internal reporting. The ideal candidate is a proactive collaborator with strong organizational and communication skills, and a genuine interest in both financial services and technology.
Key Responsibilities
- Oversee daily operational tasks and coordinate cross-functionally to ensure seamless business processes
- Execute trades accurately via custodial platforms and monitor settlement activity
- Collaborate with custodians and internal teams to investigate and resolve trade or operational discrepancies
- Support client onboarding and manage ongoing account maintenance
- Enhance and streamline operational workflows to improve efficiency and accuracy
- Prepare, review, and maintain reports related to client accounts, investment activity, and compliance requirements
Required Skills & Competencies
- 5+ years of experience in the Investments space
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
- Exceptional attention to detail and a strong commitment to quality
- Excellent written and verbal communication skills
- Professional presence with the ability to work both independently and as part of a team
- Strong multitasking abilities in a dynamic, fast-paced environment
- A growth mindset with enthusiasm for learning and development within the investment industry
- Comfort working with financial data and reporting systems
- Familiarity with Python or similar programming languages for data analysis or automation is a plus
FAQs
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