Investment Operations Associate/Senior Associate
Core
Oversight and execution of investment decisions for EMEA and APAC clients, covering trade lifecycle management and treasury operations.
Role type
Investment Operations Associate/Senior Associate
Builds
Trade execution and treasury workflows for endowments, foundations, pension plans, and private clients
Domain
Global Asset Management / Investment Operations
Deliverable
client delivery
Required skills
Trade execution and lifecycle management, AML/KYC compliance, client communication, asset transfer coordination, investment product knowledge, operational workflow mastery, stakeholder collaboration, project participation, training delivery
Preferred skills
Experience with trade implementation/settlement, treasury/cash management, Adobe Acrobat, Microsoft Excel
Technologies
Internal CA trading and treasury applications, Microsoft Office Suite
Responsibilities
Complete subscription and redemption documentation for funds across asset classes, facilitate AML/KYC requirements for transactions, monitor client inboxes and coordinate communication, maintain accurate client information and coordinate asset transfers, develop understanding of investment products and market themes, master trading and treasury workflow applications, collaborate with internal and external teams, participate in process improvement projects, train team members
Seniority
Mid-level IC (3-6 years experience preferred)