Associate, Operations

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

Purpose and Job Summary

The Investment Management Resource Team is seeking qualified candidates for an operations open position. Responsible for managing the majority of the processes related to the asset management of our portfolio. IMRT members work across various departments, proactively manage the calendar and implement system and procedural enhancements to assist in individual, team and company goals.

Essential Duties and Responsibilities

• Coordinate and assist team to manage the Quarterly & Monthly Financial Processes and timeline (calendar, collection, review and organization of the Quarterly and Monthly Financial Information.).
• Coordinate and assist team in managing the lower Tier compliance processes including collection & tracking of Tenant files, Annual Owners Process (AOC), State File & Physical Inspection.
• Collaborate with the Team to collect, review, follow-up and track various property compliance documents.
• Prepare reports and updates for the Team and Asset Management by analyzing and summarizing Compliance information.
• Participate in the Tax & Audit Steering Group (TSSG) and assisting the team in managing the preparation and implementation of Tax & Audit Season processes, system enhancements and delivery schedule.
• Work with the Tax Team and the IT Team to develop the specs for revising/enhancing our tax system, financial system and web portal – IMRT revises and/or enhances our Tax & Financial systems on an annual basis.
• Further, work with the team to develop the year-end calendar and to refine or enhance the annual procedures for both Tax and Audit Season.
• Train and assist in managing the tax temporary employees and other temporary help as needed.
• Organize periodic mailings to accountants, general partners and management companies, which include, Monthly & Quarterly collection letters, compliance monthly and bi-annual letters, investor letters and annual tax and audit collection letters.
• Assists in the collection, processing and analyzing of client information, Investor mailings, invoice processing and numerous Special projects, as needed.
• Develop, enhance, and implement the various systems used by the IM-Resource Team. Maintains integrity and quality service by implementing Team and Business policies and procedures and revising as necessary to improve processes or meet new needs.

Education, Skills and Experience

• Bachelor’s degree in business preferred.
• 1 year experience or less.
• Quality Focus and Professionalism.
• Strong organizational Skills and multi-tasking skills.
• Strong Computer Skills, specifically with MS Office.
• Ability to work in fast‑paced work environment while managing conflicting priorities.
• Excellent verbal, written and interpersonal skills.
• Ability to thrive in a collaborative, team‑based environment-pitching in wherever needed to achieve team and business objectives.
• Must be able to take initiative in identifying and resolving inefficiencies and issues.

Annual Base Salary Gross

$80,000 - $90,000 (MA only).

The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees.

Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits.

Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com.

Life at ORIX (Duplicate)

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.