Investment Operations Associate — Hybrid, End-to-End Fund Ops

YMCA Retirement Fund; New York (NY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

YMCA Retirement Fund is seeking an Investment Operations Analyst/Associate to support execution, monitoring, and continuous improvement of the Investment Office’s operational functions. You will assist with settlement, cash flow, performance reporting, and operational due diligence across open-ended and closed-ended funds.

The role offers a hybrid in-office/remote arrangement in New York and requires 4–6 years of related experience, with a Bachelor’s degree and CPA/CFA/CAIA as beneficial

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or related field.
• Progress toward or completion of CPA, CFA, or CAIA is a plus.
• Proficiency in MS Excel, Word, PowerPoint; experience with Bloomberg, Tamale RMS, MSCI Private i, Power BI/Tableau.

Responsibilities

• Support execution and settlement of investment activity across open- and closed-ended funds.
• Assist with cash flow projections and liquidity analysis.
• Support monthly portfolio performance reporting and benchmarking.

Skills

Excel

PowerPoint

Bloomberg

Power BI

Education

Bachelor's degree

CPA

CFA

CAIA

Tools

MSCI Private i

Tamale RMS

Tableau

Northern Trust

Job description

YMCA Retirement Fund is seeking an Investment Operations Analyst/Associate to support execution, monitoring, and continuous improvement of the Investment Office’s operational functions. You will assist with settlement, cash flow, performance reporting, and operational due diligence across open-ended and closed-ended funds.

The role offers a hybrid in-office/remote arrangement in New York and requires 4–6 years of related experience, with a Bachelor’s degree and CPA/CFA/CAIA as beneficial