Asset Management Operations Associate

Orix Corporation USA; Boston, Northern (MA, KY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Cash bonuses

Long term incentives

Health insurance

Accident and life insurance

Retirement benefits

Hybrid work model

Job summary

ORIX USA in Boston, MA is seeking an Operations professional for the Investment Management Resource Team to manage asset management processes and support cross-functional initiatives. The role emphasizes coordinating quarterly and monthly financial processes, tax and audit support, and system enhancements; strong organizational and communication skills are essential.

Base salary ranges from $80,000 to $90,000 per year, with benefits including health, retirement, and paid leave, and a hybrid

Qualifications

• Bachelor’s degree in business preferred.
• 1 year experience or less.
• Quality Focus and Professionalism.
• Strong organizational skills and multi-tasking.
• Strong computer skills, specifically with MS Office.
• Ability to work in a fast-paced environment with competing priorities.
• Excellent verbal, written and interpersonal skills.
• Collaborative team player who identifies inefficiencies and drives solutions.
• Proactive in taking initiative to resolve issues.

Responsibilities

• Coordinate and assist team to manage quarterly and monthly financial processes and timelines.
• Coordinate and assist with lower-tier compliance processes and tenant files.
• Collaborate to collect, review and track compliance documents.
• Prepare reports and updates by analyzing compliance information.
• Participate in Tax & Audit Steering Group and tax/audit season processes.
• Work with Tax and IT to revise tax/financial systems.
• Develop year-end calendar and refine tax/audit procedures.
• Train and assist in managing tax temporary staff.
• Organize periodic investor communications and letters.
• Assist in data processing, client information, and special projects.
• Develop and implement enhancements to IMRT systems and policies.

Skills

Quality Focus

Professionalism

Communication skills

Organizational skills

Team collaboration

Initiative

Multi-tasking

Education

Bachelor’s degree in business

Tools

MS Office

Job description

ORIX USA in Boston, MA is seeking an Operations professional for the Investment Management Resource Team to manage asset management processes and support cross-functional initiatives. The role emphasizes coordinating quarterly and monthly financial processes, tax and audit support, and system enhancements; strong organizational and communication skills are essential.

Base salary ranges from $80,000 to $90,000 per year, with benefits including health, retirement, and paid leave, and a hybrid