Operations Associate
Job Responsibilities :
- Facilitate trade settlements by working with executing brokers, custodians and our back / middle office to resolve trade discrepancies and failing trades.
- Collaborate with trading, portfolio management, client service, & sales staff to research and respond to account-related questions, changes or issues.
- Conduct vendor oversight for Account Administration, Reconciliation, Settlements and Corporate actions.
- Improve quality controls by recommending operational improvements and opportunities to automate.
- Work with supported managers to elect and reconcile voluntary corporate actions.
- Perform regular reviews and updates of procedures and controls.
- Coordinate and support client restriction reviews.
- Work with the portfolio management team as needed to support the manager onboarding processes.
- Evaluate and implement controls and procedures required for new business opportunities.
- Other Responsibilities :
- Represent Operations in strategic business reviews.
- Respond to and support legal / compliance and general audit requests, when required.
- Support annual due diligence reviews of key vendors.
- Coordinate and respond to RFP / RFI requests.
- Lead special projects as the need arises.
Qualifications :
- 3-5 years of experience in a trade operations role, preferably with an investment manager or custodian / broker dealer.
- College degree, preferably with some quantitative coursework (e.g. mathematics, statistics, econometrics, etc.).
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
- Experience with Excel Macro creation / maintenance is a plus.
- Strong organizational skills and attention to detail.
- Strong analytical skills.
- Ability to work on multiple issues / projects simultaneously.
- Ability to handle deadlines and time-sensitive situations.
- Resourcefulness / problem solving abilities.
- Team player.
- Must be willing to work market hours.
- Vestmark / APL system experience preferred.
Required Years of Experience :
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Additional Info :
For more information contact : Lynn Tyburski (617)728-4100 [email protected]
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