Core Ops Analyst (CSOT)
Core
Monitor, analyze, and resolve operational, data, and system issues to support effective investment decision-making and outcomes for clients, investment groups, and shareholders.
Role type
Senior IC Core Operations Analyst (CSOT)
Builds
Operational controls, issue resolutions, and process enhancements for Short-Term Cash Management, Cash Projections, Fixed Income Investment Cash, Foreign Currency & Position Oversight, and Manager book of record Oversight.
Domain
Asset Management / Investment Operations
Required skills
Investment operations knowledge, Fixed income product knowledge, Derivative instruments knowledge, Investment management systems familiarity, Accounting/Finance/Economics background, Analytical thinking, Business acumen, Stakeholder management, Process improvement
Preferred skills
Microsoft Power Platform (Power BI, Power Automate), AI-enabled tools, Accounting/Finance/Economics degree
Technologies
Microsoft Word, Excel, PowerPoint, Power BI, Power Automate, Investment management systems
Responsibilities
Monitor and support recurring controls and operational activities across cash management and investment oversight areas. Investigate operational, data, and system issues to identify root causes and business impacts. Coordinate and escalate inquiries from Trading, Legal, and other investment operations teams. Develop working knowledge of investment products, transaction flows, and books of record. Continuously look for ways to enhance processes, procedures, controls, and documentation.
Seniority
Senior, hands-on IC
