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Strong Tier-1 brand, mid-level generalist investment-operations role, and metro hiring raise candidate competition.
Role requires specialized OCIO and institutional investment-operations experience, limiting cross-industry transferability.
Mandatory 6+ years plus specific OCIO/investment-operations, reconciliation and audit/reporting skills increases filtering stringency.
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Deliver timely, accurate client reporting and portfolio analytics for institutional OCIO mandates, including performance, asset allocation, attribution, and liquidity metrics.
Coordinate investment operations activities such as cash management, benchmark changes, and data validation across multiple internal and external stakeholders.
Drive process improvements, maintain audit-compliant documentation, and guide junior team members on deliverables and escalation protocols.
Bachelor's degree in Finance, Accounting, Business, Commerce or related discipline.
6+ years of relevant experience in investment operations, portfolio administration, client reporting, or similar institutional investment services.
Strong knowledge of institutional portfolios including equity, fixed income, alternatives, and cash/liquidity workflows.
Advanced Microsoft Excel and PowerPoint skills with ability to prepare presentation-ready materials.
Experienced in performance validation, attribution review, NAV or market value validation, audit support, and portfolio data reconciliation.
Familiarity with institutional client mandates such as OCIO, Defined Benefit, Defined Contribution, Endowment, or Foundation mandates.
Comfortable coordinating across multiple internal teams and external parties including custodians, auditors, and fund managers.