Senior Operations Consultant

Landing Point; City of Rochester (NY); On-site; USD 103,000 - 117,000; Full time

Job summary

Landing Point, a global investment firm, seeks a Senior Operations Consultant for its Investment Operations team in Rochester. You will support an enhanced operations servicing model for Strategic Insurance Clients and help ensure accurate records across credit investments.

Responsibilities include overseeing daily reconciliation with stakeholders, assisting private deal funding and pipeline management, and delivering reliable monthly reporting.

Qualifications

• Bachelor's degree or equivalent experience.
• 3-7 years of related experience.
• Advanced proficiency in MS Office (Excel, Word).
• Experience with Insurance Accounting systems is a strong plus (Clearwater, PAM, Aladdin).

Responsibilities

• Build and support an enhanced operations servicing model for Strategic Insurance Clients.
• Oversee daily reconciliation processes with stakeholders for the monthly close.
• Assist with private deal fundings, pipeline management, and client communication.
• Oversee daily/monthly reporting and help build better reporting solutions.
• Coordinate responses to ongoing ad-hoc client queries with timely follow-up.

Skills

MS Excel

MS Word

Operations support

Client communications

Education

Bachelor's degree

Tools

Clearwater

PAM

Aladdin

Insurance accounting

Job description

Company Overview:

A leading global investment firm with nearly $300 billion in assets under management is seeking a Senior Operations Consultant for its 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 the monthly close, reviewing overdue receivables and suspense accounts.
• Assist with private deal fundings, pipeline management, and client communication for smooth closing on complex private transactions.
• Oversee daily/monthly reporting, assist in building better reporting solutions, and ensure accurate data review before client delivery.
• Coordinate responses for ongoing ad-hoc client queries, ensuring timely follow-up and response back to clients.

Qualifications:

• Bachelor's/university degree or equivalent experience.
• 3-7 years of related experience.
• Advanced proficiency in MS Office (Excel, Word).
• Experience with Insurance Accounting systems is a strong plus (Clearwater, PAM, Aladdin).

Compensation:

Pay Rate: $75 - $85/hr, DOE