Senior Operations Associate

Overview

• Drive operational excellence in a hybrid investment environment, optimizing workflows for multi-family office operations and ensuring compliance with industry standards.
• Collaborate with investment professionals to enhance portfolio strategies and implement sustainable investment practices.
• Leverage technology to streamline reporting and reconciliation processes, improving data accuracy and accessibility.
• Contribute to ESG initiatives and tax-loss harvesting efforts, aligning operations with client goals.
• Support onboarding and offboarding of investment managers, ensuring seamless transitions and operational efficiency.
• Maintain organized documentation systems and provide operational support for compliance reporting.
• Engage with fund managers, administrators, and legal teams to ensure regulatory compliance and operational effectiveness.
• Balance remote and on-site responsibilities in a flexible hybrid work arrangement.

Key Responsibilities & Duties

• Distribute investment-related documentation and communications to stakeholders, ensuring accuracy and timeliness.
• Coordinate with external service providers, including fund managers, custodians, and compliance teams.
• Oversee reconciliation and archiving of investment statements and records, maintaining data integrity.
• Support legal and anti-money laundering processes related to investment operations.
• Monitor updates related to investments, ensuring compliance with amendments and elections.
• Contribute to ESG reporting and tax-loss harvesting processes to support sustainable investment goals.
• Provide operational support for ad-hoc investment-related initiatives and projects.
• Collaborate with compliance teams to uphold industry regulations and standards.

Job Requirements

• Bachelor of Science degree in a relevant field is required.
• 7-10 years of experience in investment operations or related roles.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Adobe tools.
• Knowledge of private equity, hedge funds, and diverse investment structures.
• Strong organizational skills with the ability to manage and analyze large datasets.
• Excellent written and verbal communication skills for effective collaboration.
• Ability to work independently and collaboratively within a focused team environment.
• Commitment to maintaining confidentiality and upholding high ethical standards.