Execute operational processes and procedures
Onboard new functionality, asset classes, managers and more
Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
Conduct operational reviews to assess client environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows
Advise on and support integrations across front, middle, and back-office systems, third-party vendors, data warehouses, and reporting platforms
Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts
Knowledge of month and quarter end processes and closing periods across administered, self-administered and family office setups

4–8 years of experience in a financial services, Hedge Fund, or financial technology environment within middle‑ or back‑office operations
Strong understanding of instrument valuation across asset classes including equities, options, futures, fixed income, credit, and FX
Knowledge of trade lifecycle, including pre-trade compliance, order generation, execution, confirmation, settlement, reconciliation, and reporting
Familiarity with buy‑side accounting platforms (Advent Geneva or similar PMS/IBOR/ABOR systems)
Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background
Strong analytical, verbal, and written communication skills
High level of professionalism, attention to detail, and commitment to operational excellence
Flexibility to work in different shift patterns as business needs evolve

Principal Operations Specialist

Key skills