Investment Operations Associate/Senior Associate
Core
Oversees and executes investment decisions for EMEA and APAC clients, managing trades and treasury activities across the region.
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 management, Project participation, Training and development
Preferred skills
Experience with trade implementation/settlement, Treasury/cash management, Adobe Acrobat, Microsoft Office Suite (Excel, Outlook, Word)
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 applications, Collaborate with internal and external stakeholders, Participate in team projects and training initiatives
Seniority
Mid-level (3–6 years experience preferred)