Investment Management Operations Associate Jobs

Investment Operations Analyst

This role covers end-to-end responsibilities in the operational trade lifecycle,...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0–3 years of experience in financial operations or a related role within financial services or a trading firm
Bachelor’s degree in Finance, Accounting, or a related field
Advanced proficiency in Microsoft Excel
VBA knowledge is a plus
Prior experience with structured securities products is advantageous
Strong written and verbal communication skills, with an ability to manage competing priorities effectively
Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure

Job Responsibility

Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails
Provide trade confirmation for structured security product trades and associated derivatives
Conduct cash reconciliation, including handling lifecycle events such as monthly P& I payments
Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively
Perform weekly and monthly reconciliations of investment positions and activity across holdings while investigating and resolving discrepancies
Support ad-hoc analysis and assist in process improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

Logistics Associate Manager

The Asia Logistics Associated Manager shall be responsible for oversight of the ...

Location

Vietnam , Hanoi City

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Should possess at least 10 years demonstrated in dynamically more responsible leadership positions in areas of Logistics operations, Logistics Program management, Supply Planning & Trade Compliance
Should display an in depth knowledge of both Logistics operations, strategy, inventory planning and Asoa Trade Compliance processes including but not limited to understanding Monitor and Deliver Order Shipments across a Regional footprint
Reconcile and Manage Returns/Stock Rotation, Merge in Transit, Perform Compliance Checks, Generate Trade Documents and SOX compliance revenue recognition practices
Understand the capabilities of Global / Regional Freight Forwarding Providers as well as Fulfillment Hub Providers. Knowledge in areas of logistics planning/analytics would be advantageous
Experience handling key projects that are cross-functional
Successful candidate should possess a consistent record to effectively communicate with cross-functional teams and objectively present pros and cons of alternatives. Be capable to assess and provide guidance on reducing risks of various alternatives
Extensive knowledge of process management tools, Six Sigma, metrics, and performance measurement techniques. The ideal candidate knows how to employ these tools and processes effectively incorporating metrics by which progress against plan can be measured
Demonstrated successful experience in assessing process requirements, process development and implementation, and process maintenance
Must be able to think strategically and plan effectively
yet possess a detail-oriented, hands-on approach. Must be results-oriented and ability to operate with a high sense of urgency

Job Responsibility

Provide managerial oversight for a large DC and cross dock, as operating by Juniper’s crafted 3PL. Prepare, lead, and supervise labor, capacity and DC/cross dock efficiency
Work closely with various internal business/process owners, within logistics as well as with Sales, Order Management, Revenue, Planning, Tax and Compliance etc. Develop and implement a plan (roadmap) to achieve objectives for each of these processes
Align with and leverage third party system integration partners and consultants to plan and implement agreed programs
Lead project timelines. Be able to prioritize, make business trade-offs, and sequence initiatives necessary to achieve long term process goals. Ensure the integration of initiatives is completely consistent with the company's and WWOPS functional strategic goals and objectives
Coordinate with functional organizations to resolve key linkage between cross-functional processes. Proactively supervise and handle their linkage
Build by collaboration with the process owners, business case documents supporting project initiatives including business cases, return on investments, project functional scopes and specifications
Proactively and continuously identify business areas where improvements can be made to streamline workflow and application flow resulting in measurable savings of time, effort and costs
Constantly supervises industry for standard methodologies in the Logistics and Trade Compliance functional business areas to leverage in business processes, driving improvements in workflow and applications

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Chief Operating Officer

The COO will play a critical leadership role in overseeing all Investment relate...

Location

Australia , Melbourne

Salary:

Not provided

Frontier Advisors

Expiration Date

Until further notice

Requirements

10+ years’ senior leadership experience in financial services, ideally in superannuation, investment management, custody, or platform businesses
Deep understanding of investment operations, custody operations, investment platforms, and institutional client servicing
Proven experience in vendor management, operational transformation, and regulatory engagement
Strong leadership, commercial acumen, and stakeholder management skills
Familiarity with regulatory frameworks including APRA and ASIC
Tertiary qualifications in finance, economics, law, or a related field

Job Responsibility

Oversee day-to-day operations across investment operations, custody, investment platforms, client onboarding and data reporting
Provide leadership in managing investment operational risk, market risk exposures, and associated control frameworks
Ensure appropriate risk governance is in place across trade execution, settlement, valuation, and portfolio monitoring
Manage the delivery, enhancement and integration of custody and investment platforms to support business growth and client outcomes
Partner with the CEO and CIO to align operations with business strategy, ensuring seamless execution and reporting
Manage third-party service providers including custodians, platform providers, administrators and technology vendors
Ensure full compliance with APRA, ASIC, and other regulatory requirements
Drive operational efficiency through system improvements, automation, and scalable processes
Oversee business continuity, operational risk management and service-level governance

Senior Associate, Asset Management

We are seeking an experienced Asset Manager to join our London-based team. The i...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ experience in real estate asset management, with a focus on residential and/or student accommodation assets
Proven track record in driving asset performance through strategic planning and operational oversight
Detail-oriented, with strong experience in budgeting, forecasting, and performance analysis
Advanced financial modelling and analytical skills, with proficiency in Excel
Excellent communication and stakeholder management skills, with the ability to influence cross-functional teams
Highly organized and experienced in managing capital projects, leasing strategies, and day-to-day asset operations
Self-motivated and adaptable, with the ability to work independently and collaboratively in a fast-paced, entrepreneurial environment
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license

Job Responsibility

Manage a portfolio of residential and student accommodation investments across the UK and Europe to drive performance and long-term value creation
Take full ownership of assigned investments and lead the execution of business plans, including leasing strategies, capital projects, ESG initiatives, and value-add activities
Lead the preparation of annual budgets in collaboration with internal stakeholders and operating partners
Manage internal and external valuation processes, working closely with Finance, operating partners and external valuers, and present recommendations to the Valuation Committee
Monitor investment performance and regularly update financial model projections, including the incorporation of actuals, supporting strategic decision-making and informing revisions to business plans
Deliver quarterly reporting to Portfolio Management and Finance teams, including variance analysis and updated projections aligned with evolving business plans
Present key performance insights, strategic developments, and investment updates to senior leadership as part of the quarterly investment review process
Conduct regular site visits and oversee third parties—including operating partners, property managers, and leasing teams—to ensure alignment with asset strategies and operational goals
Perform financial modelling to support strategic decision-making, conduct scenario analysis, and optimize asset performance
Collaborate with internal teams to perform detailed hold/sell analyses, manage refinancing processes, and execute exit strategies, including presenting recommendations to senior leadership

What we offer

Competitive compensation
Annual bonus plan
Human-centric benefits package
Focus on personal and professional growth

Senior Counsel-Associate General Counsel - Investments

At Allianz Life, we are driven by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

141000.00 - 282000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Law degree from ABA accredited law school
Licensed to practice in Minnesota or an active member in good standing with a state bar with the ability to be admitted in Minnesota within six months of hiring
9+ years of experience with a law firm or in-house corporate law department, in an in-house corporate law department of an institutional investment manager or for the internal investment department of an insurance company
Broad experience in providing legal counsel on sophisticated institutional and alternative investments, hedging and derivatives trading and general corporate governance matters
Experience in providing legal counsel on distressed assets or assets in workout arrangements
Initiative-taker with strong organizational, communication and people skills
Ability to navigate complicated and nuanced issues
Inquisitive and willing to learn and expand legal knowledge in unanticipated areas and take on new challenges
Ability to manage and prioritize multiple projects
Demonstrated success as a team member and in collaborating with business partners

Job Responsibility

Provide high quality legal services on a timely and cost-efficient basis
Provide comprehensive legal support in the investment space for a large life insurance company and its investment management subsidiary, including reviewing, negotiating, and drafting investment related agreements
Advise on legal and regulatory requirements, corporate policies and procedures, best practices, and strategies for managing risk as part of a multi-national organization
Analyze business plans and participate in project teams and corporate initiatives to identify legal risks, and advise clients on findings and mitigation strategies
Offer legal support to the investment governance, risk, and compliance team, by advising on laws, regulations, and corporate policies applicable to institutional investment advisers and insurance company investors
Assist with corporate governance and operational matters
Prepare legal memoranda, legal agreements, regulatory filings, and other documents
Collaborate cross functionally with other attorneys and outside counsel to provide holistic legal advice

What we offer

Choice of comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

New

Operational Due Diligence Associate Analyst

We are looking for an ODD Associate Analyst to help analyze, review, and monitor...

Location

United States , Stamford

Salary:

75000.00 - 85000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Strong academic background (Degree or equivalent qualification)
1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
High level of writing proficiency
Experience of report writing
Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Attention to detail
Ability to travel as required

Job Responsibility

Assist with evaluating assigned alternative investment funds and managers across all asset classes
Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets
Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
Review and interpret financial statements, offering documents, and other fund literature
Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
Conduct reference checks with service providers for completion of the relevant reports
Liaise with clients and fund managers with respect to ODD inquiries
Assist with producing detailed written reports with an analysis of operational risk and internal controls
Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Finance & Strategy, Senior Associate / Manager

Ethos is looking for an ambitious self-starter to join our Finance & Strategy Te...

Location

United States

Salary:

85000.00 - 164000.00 USD / Year

Ethos

Expiration Date

Until further notice

Requirements

4+ years of relevant work experience
2+ years of consulting, investment banking, and/or private equity / growth equity
2+ years of operational experience at a high-growth technology company
Best-in-class excel skills and extensive experience developing insightful financial models and quantitative analyses
Strong critical thinking and sound business judgment
Ability to flex between high-level strategic thinking and deep analytical problem solving
Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines
Desire to own and drive projects from Day 1
Excellent communication skills and effective cross-functional collaborator
Exceptional attention to detail

Job Responsibility

Drive our efforts to better serve new customer segments, launch new insurance products, and establish new partnerships
Apply business judgement and financial insights to drive decision making related to unit economics, customer acquisition, operations, core business expansion, and new opportunities
Apply a data-driven analytical approach to influence decision making and support company leadership in evaluating strategic initiatives
Develop and monitor critical financial performance metrics, and communicate actionable insights to relevant stakeholders

Fulltime

Investment Management Operations Associate

Orbis Consultants

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 11, 2025

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