Investment Management Operations Specialist (AVP)

Social Capital Resources; New York (NY); Sur place; USD 80 000 - 100 000; Plein temps

Résumé du poste

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.

Responsabilités

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

Connaissances

Excellent computer skills

Proficiency with Excel spreadsheets

Formation

Bachelor’s Degree

Description du poste

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).