Investment Operations Specialist
Core
Support the management of institutional investment portfolios through operational tasks, data reconciliation, and risk management.
Role type
Investment Operations Specialist
Builds
Operational accuracy and compliance for public, private, and real estate asset class portfolios
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Data reconciliation, regulatory filing preparation, risk assessment, data governance, transaction settlement, legal document analysis
Preferred skills
Data visualization, automation software, investment asset knowledge, problem-solving
Technologies
PowerBI, Snowflake, Microsoft Excel
Responsibilities
Reconcile cash positions and investment holdings, prepare internal reports and external regulatory filings, conduct basic risk assessments, maintain investment data on various systems, investigate cash exceptions, collaborate with custodial banks and traders, support process modernization and system enhancements
Seniority
Mid-level, hands-on IC
