Investment Operations Associate (Middle Office) - InvestM Technology LLC : Job Details

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.