Associate, Investment Operations
Core
Associate in Investment Operations supporting the implementation of new instruments, managing outsourced service providers, and overseeing custodial programs for fixed income and credit products.
Role type
Associate, Investment Operations (Middle Office)
Builds
Operational processes for new market onboarding, custodial oversight, and risk mitigation for fixed income and credit portfolios.
Domain
Asset Management / Fixed Income / Credit
Required skills
Data gathering and quality assurance, Trade lifecycle management, Operational risk identification and mitigation, Process improvement and implementation, Stakeholder management, Financial product knowledge (derivatives, structured fixed income, equities, alternatives), Microsoft Office (Excel, PowerPoint, Pivot tables), Project management tools (Confluence, Smartsheets, Appian), SQL and database querying, AI integration concepts.
Preferred skills
Experience in new market onboarding, Foreign exchange and emerging markets operational knowledge, Automation implementation experience, Additional coding knowledge.
Responsibilities
Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes; Oversee providers to ensure quality output; Support client-facing teams with operational queries; Design and implement process improvement projects; Track and report accurate deliverable status; Develop presentations and reports for management; Collaborate with Portfolio Managers, custodians, brokers, and global operational teams.
Seniority
Associate, hands-on IC