- New York, New York, United States
- 1–4 years
Analyze, evaluate, and review investment operations activities supporting a diversified institutional investment portfolio.
Responsibilities
- Analyze and review day-to-day investment operations activities to identify operational issues, assess risks, and recommend appropriate follow-up actions.
- Conduct gap analyses and assess investment operations processes, controls, and workflows; evaluate opportunities for improvement and recommend enhancements that strengthen controls, data quality, and efficiency.
- Evaluate business requirements, review operational processes, analyze impacts, and develop recommendations related to system implementations, testing, process improvements, and departmental projects.
- Review workflow status, deadlines, and deliverables; assess competing priorities and recommend escalation or adjustments when operational risks or delays are identified.
- Review investment documentation and operational requirements associated with manager onboarding, account maintenance, subscriptions, funding, capital activity, and recurring reporting; assess completeness and recommend follow-up actions.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Mathematics, Data Analytics, or a related discipline
- Nice to have: MSCI Total Plan Manager
- Nice to have: Solovis
- Nice to have: DiligenceVault
- Nice to have: eVestment