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Known global asset manager, mid-level generalist operations role in metro with night-shift, increasing candidate competition.
Requires specialized SMA/investment operations expertise, limiting cross-industry transferability.
Explicit 2-4 years plus SMA, custodian and reconciliation skills increases shortlisting strictness.
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Monitor and execute reconciliation across Custom Fixed Income & Equity SMAs, including cash and position discrepancies between portfolio and custodian accounts.
Collaborate with traders, portfolio managers, custodians, and vendors to resolve trade and corporate action discrepancies and ensure readiness for trading.
Lead process management efforts including procedure creation, risk mitigation strategies, team guidance, and timely completion of critical end-of-day reports supporting global night shift operations.
2 to 4 years of experience in Investment Operations industry.
Strong knowledge of global investment products and SMA processes with full trade lifecycle understanding.
Willingness to work full-time night shifts to support USA global operations; flexibility for overtime and off-hours support.
Proficiency in MS Excel and other MS Office tools.
Experienced in handling reconciliation and trade lifecycle in a global investment operations environment with diverse asset classes (corporate bonds, municipals, treasuries, equities, structured products).
Demonstrates leadership in managing processes and guiding team priorities, with capability to handle high visibility and accountability roles.
Skilled at proactively identifying operational risks and implementing mitigation strategies while collaborating effectively across multiple stakeholders.