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Tier-1 brand, metro location, and a mid-level generalist role drive high candidate competition.
Requires investment management operations and trade-settlement experience, making cross-industry transferability low.
Explicit 2-4 years, industry experience, and domain-specific operations requirements indicate medium strictness.
Oversee day-to-day transaction management responsibilities including trade confirmation, processing, settlement, and reporting in a fast-paced environment.
Serve as primary contact point for internal and external clients, ensuring timely query resolution and escalation.
Participate in broker reviews, new market initiatives, audit and risk management tasks, and special projects assigned by management.
2-4 years prior business experience with minimum 2 years in Investment Management industry operations.
Bachelor’s degree preferred; minimum Associates degree required.
Strong communication skills and proficiency in Microsoft Word, Outlook, Excel.
Work Experience Required: Minimum 2 years in Investment Management industry operations.
Experienced in Investment Manager Operations with understanding of processes and key deliverables.
Able to manage multiple priorities under pressure with strong time management skills.
Operates professionally interacting across departments, demonstrating ownership and risk awareness.