Investment Operations Specialist
2 weeks ago
This is an exciting opportunity to work in a fast-paced investment environment where you will be responsible for managing the administrative aspects of investment orders.
Key responsibilities include:
Processing investment orders from portfolio managers and research analysts, ensuring that all trade authorizations are compliant with guidelines and regulatory rules.
Verifying eligibility criteria, tax considerations, and other restrictions associated with each order.
Coordinating complex investment orders that impact multiple portfolio managers or involve internal transfers between portfolio managers.
Identifying and preparing inter-account transactions for execution, as well as authorizing foreign exchange and fixed income transactions when necessary.
Communicating effectively with trading teams and investment professionals to resolve any issues related to investment orders.
This role requires strong analytical and problem-solving skills, as well as excellent communication and organizational abilities.
A couple of years of experience in operations, ideally within a buyside house, is preferred but not essential.
The ideal candidate will have a strong understanding of investment operations and be able to work independently with minimal supervision.
We offer a competitive salary of $85,000 per year, which takes into account the location and industry standards.
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Investment Guidelines Specialist
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Investment Operations Specialist
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