Investment Management Operations Specialist (AVP)

Social Capital Resources; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

Social Capital Resources, located in Manhattan, is looking for an Investment Management Operations AVP to join their team and contribute to the SMA business. This full-time role involves providing top-notch service support, managing daily operational queues, and ensuring accurate account reconciliation.

The ideal candidate will hold a Bachelor’s Degree, possess over 3 years of relevant experience, and exhibit excellent computer skills, particularly in Excel. This position emphasizes teamwork and a strong commitment to delivering quality support.

Qualifications

• 3+ years of relevant experience in investment management operations.
• Strong analytical skills with attention to detail.
• Ability to work effectively in a team-oriented environment.

Responsibilities

• Provide high-quality support for SMA business operations.
• Manage daily queues for account restrictions and issues.
• Review reconciliation files and communicate with back office.

Skills

Excellent computer skills

Proficiency with Excel spreadsheets

Education

Bachelor’s Degree

Job description

Top-Tier Fund in Manhattan is seeking an Investment Management Operations AVP for a full-time position!

Responsibilities

• Play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class”
• Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues
• Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing
• Researching account breaks and working with back office to reconcile account discrepancies in a timely manner
• Responding to daily inquiries from other internal firm’s departments regarding SMA accounts
• Monitoring daily account freeze notifications, proxy meetings, claim reports and escalating issues to the appropriate internal teams as needed

Qualifications

• Bachelor’s Degree
• 3+ years of relevant experience
• Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations).