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Tier-1 brand, metro location, mid-level generalist role, and broad skills amplify competition.
Role requires investment management transaction knowledge, making cross-industry transfers limited.
Explicit 2–4 years requirement and industry experience required, but no certifications specified.
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Oversee day-to-day transactional responsibilities within the Transaction Management team, including trade confirmation, process, settlement, and reporting.
Act as primary contact for internal and external clients ensuring service delivery, timely query resolution, and escalation of unresolved issues.
Participate in broker reviews, support new market initiatives, contribute to audit and risk management, and complete special projects assigned by supervisors.
Minimum education: Associates degree; BS/BA preferred.
2-4 years of prior business experience with at least 2 years in Investment Management industry operations.
Strong skills in client communication, time management, and multitasking under pressure.
Proficiency in Microsoft Word, Outlook, Excel; understanding of investment management operations and related systems preferred.
Experienced in Investment Manager Operations with knowledge of trade processes and key deliverables.
Able to manage multiple priorities in a fast-paced environment while ensuring accuracy and compliance with client SLAs.
Capable of professional, clear communication with diverse stakeholders including clients, brokers, and internal teams.