Operations Associate/VP

Nextera Search; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Nextera Search is seeking an experienced Operations professional for a role in New York City, open to Associate or VP level. You will perform reconciliations, support real estate investment fund reporting, and monitor cash movements across portfolios.

The role requires 6+ years in financial services or investment operations, strong analytical and communication skills, and proficiency with Excel. Collaboration with internal teams and external providers is essential for controlling processes and

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 6+ years of experience in financial services, investment operations, or related environment.
• Strong analytical, organizational, and problem-solving skills.

Responsibilities

• Perform daily cash, position, and transaction reconciliations with financial institutions and third-party service providers.
• Support the operational and reporting needs of real estate investment funds across the firm.
• Monitor investment activity, including funding, income, repayments, and other cash movements.
• Support operational processes throughout the full lifecycle of a range of investment products.
• Research and resolve discrepancies involving cash balances, positions, accruals, and transaction activity.
• Coordinate documentation, approvals, and system updates related to investment events and changes.
• Prepare recurring portfolio activity, performance, and management reports for internal stakeholders.
• Maintain internal schedules and ensure investment data is complete and accurately reflected across relevant systems.
• Collaborate with investment, accounting, finance, and external service teams to resolve operational matters.
• Review the work of junior team members and provide guidance on day-to-day processes.
• Identify opportunities to strengthen controls, improve workflows, and increase reporting efficiency.
• Assist with special projects and ad hoc analysis as needed.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Deadline-driven

Multi-priority management

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Microsoft Excel

Job description

A Financial Services Firm based in New York City is seeking an experienced professional to join their Operations team as either an Associate or VP.

Responsibilities:

• Perform daily cash, position, and transaction reconciliations with financial institutions and third-party service providers.
• Support the operational and reporting needs of real estate investment funds across the firm.
• Monitor investment activity, including funding, income, repayments, and other cash movements.
• Support operational processes throughout the full lifecycle of a range of investment products.
• Research and resolve discrepancies involving cash balances, positions, accruals, and transaction activity.
• Coordinate documentation, approvals, and system updates related to investment events and changes.
• Prepare recurring portfolio activity, performance, and management reports for internal stakeholders.
• Maintain internal schedules and ensure investment data is complete and accurately reflected across relevant systems.
• Collaborate with investment, accounting, finance, and external service teams to resolve operational matters.
• Review the work of junior team members and provide guidance on day-to-day processes.
• Identify opportunities to strengthen controls, improve workflows, and increase reporting efficiency.
• Assist with special projects and ad hoc analysis as needed.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 6+ years of relevant experience within financial services, investment operations, or a related environment.
• General knowledge of investment products, transaction processing, reconciliations, and operational controls.
• Experience working with investment data and coordinating across internal teams and external providers.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong communication skills and attention to detail.
• Proficiency in Microsoft Excel and other standard business applications.