![augmentjobs](https://media.trabajo.org/img/noimg.jpg)
Investment Operations Coordinator
2 months ago
Job Description: Investment Operations Coordinator
Position Overview: We are seeking a detail-oriented and organized Investment Operations Coordinator to join our team full-time. The Investment Operations Coordinator will play a key role in supporting the efficient management and execution of investment operations, ensuring compliance, accuracy, and timely processing of investment transactions.
Roles and Responsibilities:
Trade Execution and Settlement:
- Coordinate and facilitate the execution of investment trades across various asset classes.
- Monitor trade confirmations and ensure timely settlement of transactions.
- Address any discrepancies or issues related to trade processing.
Portfolio Reconciliation:
- Conduct daily, weekly, and monthly reconciliations of investment portfolios.
- Verify accuracy and completeness of portfolio data, including positions and transactions.
- Resolve discrepancies and work with custodians or brokers as needed.
Performance Reporting:
- Generate and distribute performance reports for investment portfolios.
- Calculate and analyze portfolio performance metrics, including returns and benchmarks.
- Prepare ad-hoc performance analysis for management and clients.
Compliance and Risk Management:
- Ensure compliance with regulatory requirements and internal policies.
- Monitor investment guidelines and restrictions.
- Assist in the preparation of compliance reports and audits.
Data Management and Systems Oversight:
- Maintain and update investment data in portfolio management systems.
- Collaborate with IT and vendors to enhance system functionality and data integrity.
- Troubleshoot system issues and provide user support and training as needed.
Relationship Management:
- Liaise with custodians, brokers, and investment managers.
- Resolve operational inquiries and facilitate communication between stakeholders.
- Build and maintain strong relationships with internal and external partners.
Skills and Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Proven experience (2-3 years) in investment operations, asset management, or related role.
- Knowledge of investment products, financial markets, and trade lifecycle.
- Familiarity with investment management systems (e.g., Bloomberg, Reuters).
- Strong analytical and problem-solving skills with attention to detail.
- Excellent organizational and time management abilities.
- Ability to work effectively in a fast-paced environment and manage multiple priorities.
- Proficiency in Microsoft Excel and other financial software.
Compensation:
- The salary for this position will be competitive and commensurate with experience.
- Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.
We have other current jobs related to this field that you can find below
-
Investment Coordinator
2 months ago
Los Angeles, California, United States Los Angeles Cleantech Incubator (LACI) Full timeAbout LACI Los Angeles Cleantech Incubator (LACI) is creating an inclusive green economy for the people of Los Angeles by unlocking innovation by working with startups to accelerate the commercialization of clean technologies, transforming markets through partnerships with policymakers, innovators, and market leaders in transportation, energy, and...
-
Sr. Investment Consultant
3 weeks ago
Los Angeles, United States Thornburg Investment Full timeThornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas...
-
Sr. Investment Consultant
2 weeks ago
Los Angeles, United States Thornburg Investment Management Full timeJob DescriptionJob DescriptionDescription:Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.As an independent firm, Thornburg can take on a wide...
-
Investment Coordinator
2 months ago
Los Angeles, United States LACI Full timeJob DescriptionJob Description About LACI Los Angeles Cleantech Incubator (LACI) is creating an inclusive green economy for the people of Los Angeles by unlocking innovation by working with startups to accelerate the commercialization of clean technologies, transforming markets through partnerships with policymakers, innovators, and market leaders in...
-
Investment Group Support Coordinator
3 days ago
Los Angeles, United States Capital Group Companies Full timeNOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are working from home 2 days a week and coming into the office 3 day Support, Investment, Coordinator, Technology, Manager
-
VP Investments
4 weeks ago
Los Angeles, California, United States Los Angeles Cleantech Incubator (LACI) Full timeAbout LACI Los Angeles Cleantech Incubator (LACI) is creating an inclusive green economy for the people of Los Angeles by unlocking innovation by working with startups to accelerate the commercialization of clean technologies, transforming markets through partnerships with policymakers, innovators, and market leaders in transportation, energy, and...
-
Investment Associate
7 days ago
Los Angeles, United States Century Group Full timeJob DescriptionJob DescriptionCentury Group is partnering with a client who is seeking a Investment Associate to join their team for a hybrid role. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $100,000 to $120,000 per year.Job Responsibilities:Conduct thorough market research and analyze financial data...
-
Associate Investment Analyst
2 weeks ago
Los Angeles, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Overview: We are looking for a dedicated and analytical-minded individual to join our investment banking team as an Analyst. This role is ideal for someone with a strong interest in finance and a desire to develop expertise in investment banking, particularly in areas such as mergers and acquisitions (M&A), capital raising,...
-
Director of Investments
3 weeks ago
Los Angeles, United States J. Paul Getty Trust, The Full timeDiversity, Equity, Accessibility, and Inclusion at Getty Getty believes diversity, equity, accessibility and inclusion are essential to our excellence and to the execution of our mission. The Getty community values differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. We are committed to...
-
Director of Investments
6 days ago
Los Angeles, United States The J. Paul Getty Museum Full timeDiversity, Equity, Accessibility, and Inclusion at GettyGetty believes diversity, equity, accessibility and inclusion are essential to our excellence and to the execution of our mission. The Getty community values differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. We are committed to...
-
Director of Investments
1 month ago
Los Angeles, United States The J. Paul Getty Trust Full timeDirector of Investments Job Family Accounting/Finance Type Regular Full-Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $275,000+ Annually Program/Department Investment Administration - 0210-Investment Administration Requisition Number 2024-4446 ERRP...
-
Investment Manager
1 week ago
Los Angeles, United States CalPERS Full timeUnder direction of the Investment Director (ID), Private Debt, the Investment Manager (IM) will assist in the management of the CalPERS Enhanced Return Portfolio and be responsible for the day-to-day implementation and execution of investment strategies. The IM will maintain a positive team management approach while driving our CalPERS mission. Duties...
-
Director of Investments
5 days ago
Los Angeles, United States The J. Paul Getty Trust Full timeDirector of InvestmentsJob Family Accounting/FinanceType Regular Full-TimePosition StatusGetty CenterWorkplace Type Hybrid/Partially RemoteSalaried/Hourly SalariedHiring Pay Scale $275,000+ AnnuallyProgram/Department Investment Administration - 0210-Investment AdministrationRequisition Number 2024-4446ERRP Eligible NoDiversity, Equity, Accessibility,...
-
Director of Investments
1 month ago
Los Angeles, United States The J. Paul Getty Trust Full timeDirector of InvestmentsJob FamilyAccounting/FinanceTypeRegular Full-TimePosition StatusGetty CenterWorkplace TypeHybrid/Partially RemoteSalaried/HourlySalariedHiring Pay Scale$275,000+ AnnuallyProgram/DepartmentInvestment Administration - 0210-Investment AdministrationRequisition Number2024-4446ERRP EligibleNoDiversity, Equity, Accessibility, and Inclusion...
-
Investment Manager
3 months ago
Los Angeles, United States CalPERS Full timeUnder direction of the Investment Director (ID), Private Debt, the Investment Manager (IM) will assist in the management of the CalPERS Enhanced Return Portfolio and be responsible for the day-to-day implementation and execution of investment strategies. The IM will maintain a positive team management approach while driving our CalPERS mission. Duties...
-
Strategic Investments Program Manager II
2 months ago
Los Angeles, California, United States L.A. Care Health Plan Full timeSalary Range: $88, Min.) - $115, Mid.) - $142, Max.)Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated health plan. Serving more than 2 million members in five health plans, we make...
-
AVP, Treasury
3 months ago
Los Angeles, United States Recruiting Resources, Inc. Full timeJob DescriptionJob DescriptionInvestment Management firm is seeking an experienced Associate Vice President of Treasury to join the Global Treasury Operations team within Investment Operations in Los Angeles. This is an exciting opportunity to join a newly created group within Investment Operations and help establish a Core Center of Excellence to grow and...
-
AVP, Treasury
3 months ago
Los Angeles, United States Recruiting Resources, Inc. Full timeJob DescriptionJob DescriptionInvestment Management firm is seeking an experienced Associate Vice President of Treasury to join the Global Treasury Operations team within Investment Operations in Los Angeles. This is an exciting opportunity to join a newly created group within Investment Operations and help establish a Core Center of Excellence to grow and...
-
Senior Manager/Director Asset Management
1 month ago
Los Angeles, United States CORE (USA) Investment Holding LLC Full timeAbout the jobCORE USA Investment Holding LLC is a real estate investment holding company with prime assets comprising luxury hotels, premium rentals and creative retail space. The company is looking for an Asset Management Professional to assist the management team to oversee the operational performance of existing properties and expand CORE’s investment...
-
Senior Manager/Director Asset Management
1 month ago
Los Angeles, United States CORE (USA) Investment Holding LLC Full timeAbout the jobCORE USA Investment Holding LLC is a real estate investment holding company with prime assets comprising luxury hotels, premium rentals and creative retail space. The company is looking for an Asset Management Professional to assist the management team to oversee the operational performance of existing properties and expand CORE’s investment...