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Tier-1 brand, mid-level generalist ops role with hybrid metro location increases applicant competition.
Role requires investment operations and portfolio reconciliation expertise, limiting transferability outside asset management and financial services.
Explicit 3–6 years investment operations experience, finance background and technical Excel/data tool requirements enforce strict filters.
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Manage and ensure accuracy of daily operational activities related to equity portfolios including reconciliations, transactions oversight, and portfolio implementation.
Collaborate with Portfolio Managers, Client Administration, and Technology teams to maintain portfolios aligned with investment models and client objectives.
Identify and implement process improvements to enhance operational efficiency, controls, and service quality.
Bachelor’s degree in Finance, Accounting or related field.
3–6 years of experience in Investment Operations, Asset Management Operations, Fund Accounting reconciliation, or related financial services functions.
Strong understanding of equity markets, indices, investment products, portfolio management concepts, and operational controls.
Advanced Microsoft Excel skills; familiarity with Alteryx, SQL, Power BI, or equivalent is preferred.
Experienced in managing equity portfolio operations with strong analytical and problem-solving skills.
Detail-oriented professional capable of working independently under tight deadlines and owning operational processes.
Proactive in identifying process improvements and adept at collaborating with cross-functional teams including Portfolio Managers and Technology specialists.