Job Title:
Operations Associate
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 14 2022
Expires On:
Jan 20 2023
  • Executing trades of marketable securities and asset transfers on custodial platforms
  • Creating a variety of recurring and ad hoc reporting
  • Preparing and processing account openings, maintenance & service requests
  • Facilitate the subscriptions and funding of alternative investments (Hedge Funds & Private Equity)
  • Client meeting preparation and client publication production
  • Correspond and ensure open communication internally and with a wide range of fund administrators & custodians
  • Collaborate with other internal departments
  • Bachelor's Degree
  • Proficiency in Word, Excel, and Outlook
  • Comfortable in a fast-paced, dynamic, and highly entrepreneurial environment
  • Analytical, critical thinking, and problem-solving
  • Good written and verbal communication skills
  • Highly organized, with emphasis on attention to details
  • Demonstrate the ability to prioritize and proactively manage conflicting priorities while maintaining a high degree of accuracy and consistency
  • Ability to learn propriety software, adapt to unexpected issues and work with others
  • High degree of commitment and reliability
Additional Info:
For more information contact Adam:
Salary Range:


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