Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams.
Maintain comprehensive and accurate information across client trading platforms, and internal records.
Deliver high-quality service through timely follow-up, proactive communication, and serving as a trusted operational partner to internal and external stakeholders.
Research, analyze, and respond efficiently to internal and external client inquiries, ensuring timely and effective resolution.
Support the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
Perform processing and control-related tasks as required to support daily processing routines and regulatory standards.
Prepare, complete, review, and validate standard and ad hoc client reporting to ensure accuracy and consistency.
Apply data analytics and application knowledge to identify and create solutions to improve processing

2–4+ years of relevant professional experience
Bachelor’s degree required; Business-related major, Accounting, or Finance preferred
Exposure to asset management, banking operations, or financial services environments
Working knowledge of Microsoft Office applications, experience with trading platforms and VBA, SQL, Python is a plus.

generous medical care
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Senior Associate, Middle Office Operations

Key skills