Investments Client Operations Associate
Core
Support delegated investment solutions clients by coordinating day-to-day operational activity, onboarding, and governance within a risk and control environment.
Role type
Client Operations Associate (Investment Solutions)
Builds
Operational service delivery for a portfolio of assigned clients
Domain
Financial Services / Investment Management
Required skills
Fund operations knowledge, stakeholder management, priority management, attention to detail, independent work, change delivery support
Preferred skills
Institutional investment services experience, asset servicing, governance improvements, commercial awareness, process improvement
Technologies
N/A
Responsibilities
Coordinate day-to-day operational activity and maintain client relationships; Provide responsive support to operational requests and issues; Track actions, dependencies, and timelines across workstreams; Support preparation of service logs, governance materials, and KPI reporting; Assist with monthly service reviews and governance forums; Coordinate operational activity with internal teams and third parties; Support onboarding, transition, and change activity; Monitor recurring issues and operational risks; Contribute to process and control improvements.
Seniority
Individual Contributor, mid-level