Job Title:
Operations Associate
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Feb 28 2023
Expires On:
Mar 31 2023
  • Facilitate trade settlements by working with executing brokers, custodians and our back/middle office to resolve trade discrepancies and failing trades.
  • Collaborate with trading, portfolio management, client service, & sales staff to research and respond to account-related questions, changes or issues.
  • Conduct vendor oversight for Account Administration, Reconciliation, Settlements and Corporate actions.
  • Improve quality controls by recommending operational improvements and opportunities to automate.
  • Work with supported managers to elect and reconcile voluntary corporate actions.
  • Perform regular reviews and updates of procedures and controls.
  • Coordinate and support client restriction reviews.
  • Work with the portfolio management team as needed to support the manager onboarding processes.
  • Evaluate and implement controls and procedures required for new business opportunities.Other Responsibilities:

  • Represent Operations in strategic business reviews.
  • Respond to and support legal/compliance and general audit requests, when required.
  • Support annual due diligence reviews of key vendors.
  • Coordinate and respond to RFP/RFI requests.
  • Lead special projects as the need arises.
  • 3-5 years of experience in a trade operations role, preferably with an investment manager or custodian/broker dealer
  • College degree, preferably with some quantitative coursework (e.g. mathematics, statistics, econometrics, etc.)
  • Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
  • Experience with Excel Macro creation/maintenance is a plus
  • Strong organizational skills and attention to detail
  • Strong analytical skills
  • Ability to work on multiple issues/projects simultaneously
  • Ability to handle deadlines and time-sensitive situations
  • Resourcefulness/problem solving abilities
  • Team player
  • Must be willing to work market hours
  • Vestmark/APL system experience preferred
  • Great communication skills (written & oral)
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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