What are the responsibilities and job description for the Investment Operations Associate (Middle Office) position at InvestM Technology LLC?
Job Title: Operations Associate
Location: New York, NY
Work Mode: Flexible Hybrid Work Policy
Compensation: Competitive base salary additional benefits
About the Role
We are seeking a hardworking and detail-oriented Operations Associate to join our dynamic Operations team. You will play a key role in performing middle-office/post-trade support functions and contribute to initiatives aimed at strengthening critical business activities and managing operational risk.
If you are a problem-solver with excellent critical thinking, relationship management, and multitasking skills, we encourage you to apply and become part of a fast-paced and collaborative environment.
Key Responsibilities
- Perform trade reconciliations across asset classes.
- Define and implement operational risk controls.
- Reconcile internal positions with multiple counterparties and asset classes.
- Manage administrative positions, transactions, and cash reconciliation exceptions.
- Oversee T 0 matching and settlements across various markets.
- Handle mandatory/voluntary corporate actions and post-trade lifecycle events.
- Analyze operational platforms to identify inefficiencies and establish straight-through processing (STP).
- Collaborate with technology teams to design and deliver automated processes.
- Track, resolve, and remediate operational incidents.
Qualifications
- Education: BA/BS degree in finance, economics, or a related field with a strong academic record.
- Experience: 5 years of operations experience in an investment management firm, fund administrator, or bank.
- Comprehensive understanding of the full trade lifecycle and post-trade processing for equities and macro asset classes.
- Proficient in Excel; experience with Tableau and Alteryx is a plus.
- Strong data analytical skills to compile datasets, identify trends, and detect anomalies.
- Exceptional communication and interpersonal skills.
