02 ago
|
Selby Jennings
|
Lima
02 ago
Selby Jennings
Lima
Base pay range
Direct message the job poster from Selby Jennings for more details.
Principal Consultant at Selby Jennings | Financial Operations
A multibillion-dollar investment management firm located in Los Angeles, CA, with a global presence. They are seeking an Investment Operations Associate to join their team. The firm emphasizes a strong company culture and clear career advancement opportunities.
Responsibilities:
- Support investment operations by collaborating with Senior Associates and the Director of Operations.
- Review controls and ensure SLAs with third-party back-office vendors are met.
- Manage data integrity, trade settlement, investment accounting/reconciliations, proxy voting, corporate actions, and monthly performance reviews.
- Provide accurate client statements and reports on various schedules.
- Monitor technology vendors and troubleshoot connectivity issues with applications like Salesforce (CRM).
Qualifications:
- 2-7 years of experience in investment operations within a general investment strategies framework.
- Extensive experience in trade operations, client statements, and investment accounting.
- Deep understanding of OMS investment book of record (IBOR).
- Ability to oversee third-party vendors for daily processing and systems management.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance
Industries
- Investment Management
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📌 Investment Operations Associate (Lima)
🏢 Selby Jennings
📍 Lima