Investment Operations Associate
2 months ago
Job Title: Investment Operations Associate
Job Summary: We are looking for a motivated Investment Operations Associate to join our dynamic team. As an Investment Operations Associate, you will play a crucial role in supporting the day-to-day operations of our investment management processes. Your responsibilities will include trade processing, reconciliation, reporting, and ensuring compliance with regulatory requirements. You will work closely with portfolio managers, traders, and other internal teams to optimize operational workflows and deliver exceptional service to our clients.
Roles and Responsibilities:
- Execute and monitor investment trades, ensuring accuracy and timely processing in accordance with established procedures.
- Reconcile trade transactions, positions, and cash balances to maintain accurate records and resolve discrepancies promptly.
- Assist in the maintenance of investment data, including portfolio holdings, performance metrics, and client accounts.
- Collaborate with portfolio managers and traders to support investment strategies and portfolio management activities.
- Generate and distribute investment reports, performance updates, and other operational analyses for internal stakeholders and clients.
- Monitor market events and regulatory changes that may impact investment operations, reporting findings and recommendations to management.
- Support projects and initiatives aimed at enhancing operational efficiency, system enhancements, and process improvements.
- Ensure compliance with regulatory requirements, internal policies, and industry standards in investment operations.
Skills Required:
- Strong attention to detail and accuracy in financial transactions and data analysis.
- Proficiency in using investment management systems and financial software (e.g., Bloomberg, FactSet, Excel).
- Excellent organizational and time management skills with the ability to prioritize tasks effectively.
- Strong analytical skills with the ability to interpret data and identify trends or issues.
- Effective communication skills, both written and verbal, for interacting with internal teams and external stakeholders.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- Commitment to maintaining confidentiality and handling sensitive information with discretion.
Compensation:
- Competitive salary based on experience and qualifications.
- Performance-based bonuses and incentives tied to operational efficiency and client satisfaction.
- 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 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...
-
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...
-
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,...
-
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...
-
Brentwood Associates
6 days ago
Los Angeles, United States Brentwood Associates Full timeJob DescriptionJob DescriptionBrentwood Associates seeks to hire Associates who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. The ideal candidate is a motivated self-starter and collaborative team member who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including...
-
Brentwood Associates
3 months ago
Los Angeles, United States Brentwood Associates Full timeJob DescriptionJob DescriptionBrentwood Associates seeks to hire Associates who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. The ideal candidate is a motivated self-starter and collaborative team member who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including...
-
Brentwood Associates
3 months ago
Los Angeles, United States Brentwood Associates Full timeJob DescriptionJob DescriptionBrentwood Associates seeks to hire Associates who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. The ideal candidate is a motivated self-starter and collaborative team member who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including...
-
Operations Compliance Associate
2 months ago
Los Angeles, United States Veo - Operations Careers Full timeJob DescriptionJob DescriptionOperations Compliance AssociatePart or Full Time candidates are welcome to applyPlease note this is a W2 position and is eligible for benefits. Interested candidate must be able to reliably commute to Venice, CA 90291At Veo, we're bringing the next generation of mobility sharing to cities and universities globally through...
-
Los Angeles, United States Intrepid Investment Bankers Full timeKnown for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career....
-
Los Angeles, United States Intrepid Investment Bankers Full timeKnown for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career....
-
M&A Investment Banking Analyst
2 months ago
Los Angeles, United States Regal Executive Search Full timeM&A Investment Banking Analyst / Associate Job Description M&A Investment Banking Analyst / Associate About the job We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values We work tenaciously to create exceptional results for our clients. We have...
-
Real Estate Investment Analyst/Associate
1 month ago
Los Angeles, United States TOIGO Foundation Full timeBelay Investment Group employs a dynamic approach to investing across diverse real estate asset classes and investment structures. This is your opportunity to join a passionate and tight-knit team of professionals at an established and growing investment manager in the real estate private equity space. The Investment Analyst will have direct exposure to...
-
Investment Banking Analyst/Associate
2 months ago
Los Angeles, United States Atlas Search Full timeMy client is a well known global investment bank looking for candidates with direct investment banking experience in the Technology vertical, open to the San Francisco office location. They are hiring at the Analyst and Associate level, offering candidates the exceptional opportunity to gain direct exposure to clients and senior bankers, playing an integral...
-
Investment Analyst
2 weeks ago
Los Angeles, United States Century Group Full timeJob DescriptionJob DescriptionCentury Group is partnering with a client who is seeking a Investment Analyst to join their team for a hybrid role. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $80,000 to $100,00 per year.Job Responsibilities:Conduct thorough research on market trends, economic conditions,...
-
Los Angeles, United States Bank of America Full timeJob Description & Program Overview We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury...
-
Acquisitions Associate
3 weeks ago
Los Angeles, United States Real Estate Bidders Full timeJob DescriptionJob DescriptionCompany Overview: Real Estate Bidders is a leading company specializing in wholesaling and investing in single-family houses. We pride ourselves on identifying lucrative investment opportunities and maximizing returns through strategic acquisitions and dispositions. We are seeking a motivated and detail-oriented Acquisitions and...
-
Acquisitions Associate
2 weeks ago
Los Angeles, United States Real Estate Bidders Full timeJob DescriptionJob Description Company Overview: Real Estate Bidders is a leading company specializing in wholesaling and investing in single-family houses. We pride ourselves on identifying lucrative investment opportunities and maximizing returns through strategic acquisitions and dispositions. We are seeking a motivated and detail-oriented Acquisitions...
-
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...
