Investment Management Operations Associate

About the Role

The Technology & Operations Associate Program (TOP) is a rotational program designed to develop future leaders within Investment Management Operations. Associates will undertake up to four challenging six-month rotations within this track, gaining exposure to various business areas and benefiting from formalized training and mentorship. Each rotation will require learning new skills or expanding existing ones. Associates will also complete critical projects, receive guidance from two dedicated mentors, and present to senior leadership upon successful completion of each rotation. Program leaders will collaborate with associates to determine future opportunities based on firm needs and associate interests.

Key Responsibilities

• Gain exposure and visibility across various areas of Investment Management Operations.
• Learn new skills or expand existing ones in each rotation.
• Complete projects critical to the success of the team, department, and firm.
• Collaborate with front office, portfolio management, custodian banks, and vendors.
• Provide regional support in the Americas, Europe, and Asia-Pacific.
• Support functional areas including:
• Derivative Operations: Processing support for Derivatives Trading and Investment Management for Fixed Income, Equity, and alternative investment vehicles.
• Client Guideline Management: Coding investment restrictions into compliance tools and monitoring potential guideline breaches.
• Global Portfolio Administration: Account administration, bank reconciliations, and account transitions for clients using external custodians.
• Private Client Administration: Operational liaison to Private Client Sales and Portfolio Management, providing administrative support for Private Client accounts.
• Reference Data Services: Maintaining core data for processes, including security setup, pricing, corporate actions, class actions, and account setup.
• Fixed Income – Alternatives Operations: Implementing and maintaining operational models for Private Credit Products, including Middle Market Lending and Residential/Securitized Mortgage.
• Operational Risk: Developing key risk and performance indicators, improving processes, ensuring controls, and coordinating risk mitigation.
• Alternatives Infrastructure & Operations: Supporting alternative investment products and complex fund structures through automation, efficient processes, and best practices.

Requirements & Tech Stack

• Proficiency in Microsoft Office and Excel.
• Interest in leveraging AI and emerging technologies.

Qualifications

• Top academic performers.
• Interest in a career in Investment Management Operations.
• December 2026 or May/June 2027 bachelor’s degree and MBA candidates in finance, economics, business administration, or related fields.
• Cumulative GPA of 3.3 or higher.
• Must be a U.S. Citizen or Permanent Resident (eligible to work in the U.S. without visa sponsorship now or in the future).
• Excellent attention to detail.
• Great verbal and written communication skills.