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ENTRY LEVEL INVESTMENT OPERATIONS OPPORTUNITY - NOW HIRING

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

CompanyYear Up
AddressNew York, NY
CategoryInformation Technology
Salary$525 per week
Job typeFull-time, Part-time
Date Posted 2 days ago See detail

Entry Level Investment Operations Opportunity - Now Hiring

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

Entry Level Investment Operations Role

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

Strategic Partners Finance - Investment Operations - Analyst

Blackstone Group

New York, NY

$90,000 - $125,000 a year

Coordinating with various internal and external stakeholders to ensure smooth execution in the investment closing process Collaborating with the Investment team and external stakeholders to collect, validate, onboard, and maintain...

Institutional Investment Operations Manager - Foreign Exchange

Wells Fargo

New York, NY

Managing a best in class operations support team that will help the FX business growth objectives, ensuring a client experience that surpasses expectations. Managing risk and ensuring that processes and procedures are well defined...

Investment Operations Analyst (Common & Collective Fund Services)

Keybank

Ohio, United States

Perform valuations of the Common and Collective Trust Funds using InvestOne and Global Plus. Analyze the fund activity and ensure the appropriate accounting treatment is used in the process of deriving a Net Asset Value (NAV). Cal...

Director of Investment Operations

York University

New York, NY

$360,000 - $400,000 a year

Qualifications: Required Education:Bachelor's Degree and a record of strong academic achievement.Preferred Education:Master's Degree MBA PreferredRequired Experience:7+ years of relevant experience at an endowment-like institution...

Client Service Investment Operations Consultant

Northern Trust Corp.

Chicago, IL

$71.5K - $90.5K a year

Manage and strengthen daily recordkeeping relationships for assigned book of business. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to res...

Senior Consultant – Investment Operations Transformation

Olmstead Associates

Boston, MA

$117K - $149K a year

Outsourcing Selection / Implementation or Conversion. Technology Selection and Implementation. Operating Model Development / Redesign. Oversight Model Development. Testing Strategy (QA, UAT, Model Office). M&A analysis. Data Analy...

Consultant – Investment Operations Transformation

Olmstead Associates

Boston, MA

$97K - $123K a year

Operational process analysis & redesign. Outsourcing Selection / Implementation or Conversion. Technology Selection and Implementation. Operating Model Development / Redesign. Oversight Model Development. Testing Strategy (QA, UAT...

Investment Operations Officer

Finemark National Bank

Fort Myers, FL

$68.1K - $86.3K a year

Communicates with custodians, banks, brokers, and third-party vendors to resolve issues related to daily processes, data delivery, trade settlement, and other operational matters. Work closely with existing operations staff to ens...

Investment Operations Associate - Wealth Management

Intertide Partners

Chicago, IL

$83.4K - $106K a year

Financial Leadership: Spearhead the creation of quarterly financial statements and client performance reports, providing transparency and insight. Technological Fluency: Gain mastery over financial reporting software, ensuring Int...

Investment & Operations Intern

Cercano Management

Wayzata, MN

$22 an hour

Assist with the CRM system management to track and update investment records and attribution;. Assist in providing quality control and maintain data oversight of investment records;. Support operational due diligence of prospectiv...

PGIM, Analyst, Investment Operations(Hybrid/Tampa, FL or Newark, NJ)

Prudential Financial, Inc.

Tampa, FL

Daily review of limit monitoring dashboards & reports. Researching limit overages & validating overage causes with business partners. Processing of limit overages in workflow tool. Daily, monthly, and quarterly compilation/analy...

Senior Consultant, Client Service Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through the execution of daily functions and tasks. Drive the development, maintenance, and adoption of standard desktop procedures. Perform root cause analysis and escalate repetitive oper...

Investment Operations Associate

Equitrust Life Insurance Co.

Chicago, IL

$66.6K - $84.3K a year

Performs trade processing reviews to ensure settlement and confirmations are properly executed. Reconciles trade activity related to cash, investment holdings, and transfers. Supports daily margining, settlement, and reconciliatio...

Investment Operations Manager

Eq Community

Remote

$75,000 - $90,000 a year

Implement and manage strategic investor pipelines. Set up and AB test automated email & LinkedIn outreach campaigns. Track leads and provide data-driven insights for fundraising strategy. Monitor KPI metrics and generate reports f...

Reconciliation Sr. Specialist, Investment Operations

1187 Markit North America Inc

Dallas, TX

Process trade settlement in WSO Admin as well as new borrowings, increases, rollovers, pay downs, commitment reductions, etc. maintain current accuracy standards based on the information provided by client. Responsible for accurat...

Investment Operations Associate

Claire Myers Consulting

Honolulu, HI

Prepare and process all paperwork needed for investment accounts. Maintain client case files, performance reports, account forms and other paperwork required. Collect all materials for quarterly and annual reviews. Collaborate wit...

Senior Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Operations Management. Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporti...

Senior Associate, Investment Operations

Vestwell

Phoenix, AZ

$80,000 - $85,000 a year

Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis. Coordinating with...

Investment Operations Associate

Vermillion Wealth Management

Rosemount, MN

$55,000 - $75,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Monday to Friday. In-person....

Investment Operations Associate

Global Atlantic Financial Group

Boston, MA

$70.7K - $89.5K a year

Supporting end to end processing of the Middle Market lifecycle. Maintain our trading and activity within GA Edge, Wall Street Office and ClearPar, with proper portfolio information and coordinate data with trustees. Maintain and...

Blackstone Credit & Insurance(BXCI) - Investment Operations - Senior Vice President

Blackstone Group

New York, NY

$165,000 - $275,000 a year

Manage client expectations prior to fund launches/investments. Coordinate with clients to ensure smooth and successful new product/fund launches, including onboarding and integration with service providers Daily management of the...

Investment Operations Analyst

Diversified, Llc

Wayne, PA

$50,000 - $60,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Profit sharing. Monday to Friday. Hybrid work....

Senior Financial Analyst - Treasury Capital Markets and Investment Operations

Cna

Chicago, IL

Assist with the execution of the global short term investment portfolio of approximately $1.2 billion. Partner with Cash Operations and other internal business units on daily cash needs and ensuring funding needs are met. Perform...

Trust and Investment Operations Supervisor

First Western

Denver, CO

Performs very complex operational support duties and acts as a subject matter expert for the broad scope of the department's core operational processes and procedures. Provides oversight for the department for the timely and accur...

Investment Operations Associate

Northwestern Mutual

Tampa, FL

$55,000 - $65,000 a year

Ranks 111 on the FORTUNE 500 list. One of the "World's Most Admired" life insurance companies (FORTUNE, 2020). One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019). Create investment proposals for brokerage...

Registered Investment Operations Associate

Strategic Financial Associates Llc

Bethesda, MD

$55,000 - $85,000 a year

Preparing paperwork for opening & maintaining accounts. Determining and executing client service needs. Executing trades. Maintain client files and tracking all service requests for record keeping purposes. 2 years minimum of clie...

Investment Operations Assistant

Northwestern Mutual - Greater Chicago

Skokie, IL

Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail. Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval. File and log appropriate correspondence and forms. Processes...

Investment Operations Associate

Intertide Partners

Chicago, IL

From $90,000 a year

401(k). Health insurance. Paid time off. Chicago, IL 60611: Relocate before starting work (Required)....