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Tier-1 brand, metro location, and a mid-level generalist operations title increase candidate competition.
Requires investment-management operations experience, limiting cross-industry transferability.
Explicit 2–4 years plus industry-specific middle-office experience drives moderate shortlisting rigor.
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Oversee daily transactional responsibilities including trade confirmation, trade processing, settlement, and reporting within Middle Office Services.
Serve as primary contact point for internal and external clients, ensuring timely responses and escalations.
Participate in broker review meetings, facilitate new market initiatives, and contribute to audit, risk management, and special projects.
Bachelor's degree preferred; minimum Associates degree with 2-4 years of business experience.
Minimum 2 years of industry experience in Investment Management or Investment Manager Operations.
Strong PC skills including Microsoft Word, Outlook, and Excel.
Work Experience Required: Minimum 2 years in relevant industry roles.
Experienced in investment management operations with understanding of processes and key deliverables.
Strong communication skills maintaining professional interactions across multiple departments and stakeholders.
Capable of multitasking under tight deadlines with proactive problem-solving and risk-aware prioritization abilities.