Investment Operations Associate

Overview

• Support investment operations by managing transaction pipelines across diverse asset classes, ensuring seamless execution and communication.
• Collaborate with cross-functional teams to maintain shared consciousness and track updates on deal progress.
• Organize and manage legal closing packages and transaction allocation decisions for efficient dissemination.
• Utilize proprietary technology platforms to centralize data and streamline operational workflows.
• Enhance transaction execution processes across private market asset classes and strategies.
• Contribute to the development and implementation of financing facilities and hedging programs.
• Support allocation policies and capital markets tools through innovative technology solutions.
• Follow the full lifecycle of investment products, from capital tracking to funding logistics.

Key Responsibilities & Duties

• Attend transaction pipeline meetings and proactively update assigned transaction statuses.
• Track communication flows and maintain live updates in proprietary systems.
• Organize and upload final legal closing packages for stakeholder dissemination.
• Centralize sourcing, management, and implementation of capital markets tools and relationships.
• Facilitate transaction structuring, financing facilities, and hedging program implementation.
• Manage transaction funding logistics to ensure cash availability for closures.
• Enhance technology solutions supporting allocation policies and transaction execution processes.
• Collaborate with cross-functional teams to ensure operational success across the platform.

Job Requirements

• Bachelor of Arts degree in finance, business, or related fields required.
• Minimum of 1 year of experience in investment operations; 5 years preferred.
• Strong organizational skills and ability to thrive in dynamic environments.
• Proficiency in managing transaction pipelines and capital markets operations.
• Experience with proprietary technology platforms and data centralization.
• Excellent communication skills for precise and frequent stakeholder interactions.
• Detail-oriented with disciplined document management capabilities.
• Ability to work collaboratively in a close-knit team environment.