We are seeking a qualified Operations Associate IMMEDIATELY for a remote contract position with an Investment Management company in Los Angeles!! This role will assist the Director of Operations to complete various tasks related to the running and functionality of the organization. This is a one year temporary assignment.
The ideal candidate has 6+ years’ experience is asset management and specializes in trade operations and investment accounting.
Career Strategies Inc is a national staffing firm that provides temporary and direct hire staffing services to outstanding firms located throughout the United States. For over 30 years, we have helped thousands of talented candidates find fulfilling careers in a variety of industries including technology, entertainment, marketing, real estate, finance and accounting.
About the role:
Support daily investment operations
Onboard client accounts (client onboarding, coordinating with sales team and other departments, establishing/integrating procedures with IAAs, compliance, global funds management)
Provide operational services to clients, maintain data integrity, trade operations, investment accounting/reconciliations, proxy voting, corporate action voting, monthly performance review, resolution of daily issues
Assist with enforcing controls (emphasis on Accounting, OMS, and post trade processes)
Provide ad hoc, high profile, monthly and quarterly client reporting
Monitor technology vendors and connectivity with data sources and assist with trouble shooting daily issues (CRM, Investment Tools, ISS, GWP, GWPA, Pages, etc.)
Be aware of and assist with firm wide technology needs and requirements
Ensure internal processes and procedures to promote compliance based on SLAs requirements of institutional, dual contract, wealth advisory, and wrap business segments.
Additional duties as assigned
Job Requirements:
About the candidate:
BA/BS degree (MUST)
5+ years’ experience in asset management industry (MUST)
1+ years’ experience with trade operations and investment accounting (MUST)
1+ years’ experience with monitoring 3rd party vendors (MUST)
Proficient in MS Office – Word, Outlook, PowerPoint, Excel (MUST)
Strong understanding of the investment book of record (MUST)
Desire personality traits and skills: Excellent business judgment, ability to work with other departments and work under tight deadlines, high attention to detail, excellent communications skills and exercise good judgment.
For more Operative opportunities, please visit our website at www.csi4jobs.com!
Equal Opportunity Employer considering qualified applicants in accordance with applicable state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.