Associate, Investment Operations
Core
Associate in Investment Operations supporting Portfolio Managers with trade lifecycle, data quality, and operational risk mitigation for fixed income and credit products.
Role type
Associate, Investment Operations (Middle Office)
Builds
Operational processes, risk mitigation frameworks, and client-facing operational solutions for fixed income and credit portfolios.
Domain
Asset Management / Fixed Income / Credit
Deliverable
dashboards & analysis
Required skills
Data gathering, trade lifecycle management, data quality assurance, operational risk identification, project management, stakeholder consensus building, process improvement, record keeping, gap analysis, technical productivity tools.
Preferred skills
AI tool usage, emerging markets knowledge, FX knowledge, claims processing, new securities qualification.
Technologies
AI tools, data reporting systems, trade lifecycle platforms.
Responsibilities
Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes; oversee providers to ensure quality output; track and report accurate deliverable status; develop presentations and reports for management; collaborate with Portfolio Managers, custodians, brokers, and global operational teams to promote process efficiency.
Seniority
Associate, entry-level IC
