Senior Consultant, Investment Operations - Asset Management
Core
Senior Investment Operations Consultant providing centralized support for portfolio management, trading, and client servicing across global investment teams.
Role type
Senior IC investment operations specialist
Builds
Operational control frameworks, process improvements, and risk mitigation strategies for asset management portfolios
Domain
Asset Management / Investment Operations
Required skills
Trade and cash monitoring, Account lifecycle management, Corporate actions processing, Exception management, Performance attribution, Custody and FX instruction management, Counterparty and trading venue management, Transaction cost analysis, Middle office operational controls, Risk governance
Preferred skills
MBA, CFA, FRM, Strategic process improvement leadership
Technologies
Middle Office products, Financial instruments, Market operations platforms
Responsibilities
Provide operational support to Portfolio Managers and Trading Desks, Perform daily oversight of portfolio positions and cash balances, Act as subject matter expert for complex operational issues, Lead cross-functional process improvement initiatives, Support audit, governance, and regulatory requirements, Provide technical guidance and mentorship to junior team members
Seniority
Senior, hands-on IC with strategic initiative leadership
