Operations Consultant

Landing Point; New York (NY); On-site; USD 186,252,000 - 229,233,000; Full time

Job summary

Landing Point seeks an Investment Operations professional in New York to support day-to-day management of Strategic Insurance Clients within a global investment firm. You will help build enhanced operations servicing, facilitate client understanding of portfolios, and manage inquiries to ensure smooth transactions.

You will oversee reconciliation, reporting, and data quality for monthly closes, assist with private fundings and pipeline management, and coordinate timely client communications with

Qualifications

• Bachelor's/University degree or equivalent experience.
• 3-10 years of related experience.
• Advanced proficiency in MS Office (Excel, Word).
• Experience with Insurance Accounting systems (Clearwater, PAM, Aladdin) is a strong plus.

Responsibilities

• Build and support an enhanced operations servicing model, ensuring clients understand investment portfolios and addressing questions/issues across diverse credit investments.
• Oversee daily reconciliation processes with stakeholders to ensure accurate records for monthly close processes.
• Assist with private deal fundings, pipeline management, and client communication for smooth transaction closings.
• Oversee daily/monthly reporting, improve reporting solutions, and ensure accurate data review before client delivery.
• Coordinate responses for ad-hoc client queries, ensuring timely follow-up and responses.

Skills

3-10 years experience

Education

Bachelor's degree or equivalent

Tools

MS Office

Excel

Insurance accounting systems (Clearwater, PAM, Aladdin)

Job description

Company Overview

A leading global investment firm with nearly $300 billion in assets under management is seeking a key member for their Investment Operations team. This role focuses on operational support and day-to-day management of Strategic Insurance Clients.

A leading global investment firm with nearly $300 billion in assets under management is seeking a key member for their Investment Operations team. This role focuses on operational support and day-to-day management of Strategic Insurance Clients.

Job Responsibilities

• Build and support an enhanced operations servicing model, ensuring clients understand investment portfolios and addressing questions/issues across diverse credit investments.
• Oversee daily reconciliation processes with stakeholders to ensure accurate records for monthly close processes.
• Assist with private deal fundings, pipeline management, and client communication for smooth transaction closings.
• Oversee daily/monthly reporting, improve reporting solutions, and ensure accurate data review before client delivery.
• Coordinate responses for ad-hoc client queries, ensuring timely follow-up and responses.

Qualifications

• Bachelor's/University degree or equivalent experience
• 3-10 years of related experience
• Advanced proficiency in MS Office (Excel, Word)
• Experience with Insurance Accounting systems (Clearwater, PAM, Aladdin) is a strong plus

Compensation

Pay Rate: $65 – $80/hr, DOE