Investment Associate / Senior Associate

Y Retirement; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

The YMCA Retirement Fund seeks an Investment Operations Analyst/Associate to support the execution and continuous improvement of the Investment Office's operational functions under the Head of Investment Operations. You will help optimize plan recordkeeping, participant services, and related processes to improve accuracy and efficiency.

You will collaborate with retirement plan administration, operations, customer service, compliance, and technology teams to design solutions that advance

Responsibilities

• Partner closely with retirement plan administration, operations, customer service, compliance, and technology teams to design and implement solutions that support plan recordkeeping, participant services, and operational efficiency, while meeting business needs.
• Support the execution and continuous improvement of the operational functions of the Investment Office under the Head of Investment Operations.

Job description

Under the guidance of the Head of Investment Operations, the Investment Operations Analyst / Associate will support the execution and continuous improvement of the operational functions of the Investment Office, including but not limited to the followin...

• Partner closely with retirement plan administration, operations, customer service, compliance, and technology team to design and implement solutions that support plan recordkeeping, participant services, and operational efficiency, while meeting busin...

ORGANIZATION SUMMARY

The YMCA Retirement Fund oversees a $11 billion investment portfolio that plays an integral role in supporting the YMCA, its mission, and all its life-changing programs. Founded in 1844, the YMCA is a leading non-profit organization...