(212) 406-5800

Sr. Investment Operations Specialist (TX or CA- $65/hr)

Job Description

 

Title: “Investment Operations Senior Specialist”

Locations: Austin, TX or Newport Beach, CA

Rate: $65/hr 

Industry: Global Investment Management

 

Overview:

 

We are seeking a Senior Associate/Specialist to join the Investment Operations (IO) team. Our team manages investment operations and support oversight, including claims oversight, foreign exchange, and emerging market setup. We also facilitate implementation for the firm’s new instruments and markets for all products and manage our outsourced middle office service provider.

 

This role is part of an operational, strategic initiative and is an excellent opportunity for motivated individuals to differentiate themselves in a driven environment positively. In this role, you will assist our Portfolio Managers in delivering incremental alpha and managing operational risk while growing their knowledge base.

 

About You

  • You challenge the status quo by asking “why” and identifying new and better ways of doing things
  • Exceptional organizational and project management skills, including the ability to multi-task and lead many ongoing initiatives
  • Resourceful, inquisitive, and enjoy problem-solving. Many of the concepts and/or solutions we face are sophisticated, and you bring a desire to work through these complex scenarios
  • Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills
  • You seamlessly adapt to shifting priorities and enjoy working with ambiguity
  • A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including outside vendors
  • Track record of building credibility and trust through consistent behavior, high integrity, and judgmentIntellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends
  • Self-motivated and thrive in a fast-paced environment
  • High emotional intelligence, are flexible, and resilient
  • Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
  • Encourage a positive work environment and culture for all employees

 

Key Responsibilities 

  • Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes
  • Provide solutions/suggestions to bring the best outcome for our clients
  • Oversee providers and ensure they are delivering qualitative output
  • Serve as the “go-to” for stakeholders
  • Collaborate with Portfolio Managers, custodians, brokers, Legal & Compliance, other operations teams, Account Management, and front, middle and back offices globally in promoting process efficiency
  • Contribute to driving projects and getting stakeholders to reach a consensus on complicated processes
  • Understand and consistently meets project stakeholder expectations by being able to understand the interdependencies across multiple sub-projects and manage progress
  • Track and report accurate deliverable status for assigned scope and be able to present to stakeholders independently
  • Develop presentations with mentorship
  • Cross-train and guide other teams in finding solutions

 

Position Requirements

  • Minimum of a Bachelor’s Degree
  • Operational knowledge in foreign exchange and emerging markets
  • Experience in new market onboarding experience desirable but not required
  • Understanding of settlement mechanics
  • Strong project management experience
  • Strong business writing skills (able to communicate clearly and professionally with others; and to create valuable resources for the business)
  • Experience with MS computer applications, good at Excel/PowerPoint, proficiency in
  • Knowledge of Pivot-Tables/Visio, and SQL/confluence/Smartsheets is highly desirable