1

Senior Investment Operations Associate Jobs in Delaware

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

next page

Showing results 1-20

Senior Investment Operations Associate information

What are the primary responsibilities of a Senior Investment Operations Associate?

A Senior Investment Operations Associate oversees and manages the daily operational processes related to investment portfolios, such as trade settlements, reconciliations, and reporting. They ensure accuracy in transaction processing, monitor compliance with regulatory standards, and work closely with portfolio managers, custodians, and other stakeholders. Additionally, they may help implement process improvements, resolve discrepancies, and support audit and risk management activities within the investment operations team.

What are the key skills and qualifications needed to thrive as a Senior Investment Operations Associate, and why are they important?

To excel as a Senior Investment Operations Associate, you need a solid background in finance or accounting, strong analytical skills, and several years of experience in investment operations. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations like SEC and FINRA is typically required, along with proficiency in Excel or similar data analysis tools. Attention to detail, problem-solving abilities, and effective communication are vital soft skills for managing complex transactions and collaborating with internal and external stakeholders. These competencies ensure accurate trade processing, regulatory compliance, and smooth investment operations, which are critical for minimizing risk and supporting business objectives.

How does a Senior Investment Operations Associate typically collaborate with portfolio managers and compliance teams?

As a Senior Investment Operations Associate, you'll play a crucial liaison role between portfolio managers and compliance teams. You'll facilitate timely settlement of trades, ensure accurate portfolio accounting, and help implement compliance checks to adhere to regulatory standards. Regular communication with portfolio managers is essential to resolve discrepancies, while you’ll work closely with compliance teams to address any potential operational risks. This collaborative environment ensures seamless investment operations and minimizes errors across the investment lifecycle.
What are popular job titles related to Senior Investment Operations Associate jobs in Delaware? For Senior Investment Operations Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Senior Investment Operations Associate jobs in Delaware look for? The top searched job categories for Senior Investment Operations Associate jobs in Delaware are:
What cities in Delaware are hiring for Senior Investment Operations Associate jobs? Cities in Delaware with the most Senior Investment Operations Associate job openings:
Infographic showing various Senior Investment Operations Associate job openings in Delaware as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Director, Investment Operations - Greater Philadelphia/ Delaware Lead (Wilmington)

Director, Investment Operations - Greater Philadelphia/ Delaware Lead (Wilmington)

Strata

Wilmington, DE • On-site

Full-time

Posted 3 days ago


Job description

Director, Investment Operations – Greater Philadelphia/ Delaware Lead

We are seeking an accomplished and entrepreneurially minded Director to lead our Operations Practice and serve as the regional leader for the Greater Philadelphia and Delaware hub, aligned with our global operating model. This is a senior leadership role requiring an executive who combines deep Aladdin platform expertise with a proven track record of delivering large‑scale operational transformation engagements at leading asset management firms.

The Director will drive practice growth, develop client relationships, lead complex engagements from pursuit through delivery, and build and mentor a high‑performing team of Aladdin specialists.

Workplace Values
  • Growth mindset
  • Resilience
  • Community
  • Humility
  • Positivity
  • Creativity
Behaviours & Key Responsibilities Practice Leadership & Strategy
  • Serve as the Operations Practice specialist leading its growth across the Greater Philadelphia and Delaware region, coordinating time effectively between client‑facing project work, building the Practice, and developing its proposition.
  • Manage and take accountability for the overall Operations Practice target profitability, keeping track of revenue margins and conducting budget reviews to maximize profits in line with Strata's company objectives.
  • Develop practice strategies and priorities—including Practice and People plans—demonstrating transparency around decision‑making and creating clear long‑term strategies focused on adding value to asset management clients, whilst fully engaging with senior leaders across the business and externally to support strategic direction.
  • Maintain a solid understanding of the latest industry trends and demands in investment operations and the Aladdin ecosystem, as well as an understanding of how competitor firms are competing within similar verticals.
  • Set and maintain a clear direction within the Operations Practice with highly focused priorities and outcomes. Drive a performance culture across the practice that gives the team the space and authority to deliver objectives, while holding them accountable for outcomes.
Client Engagement
  • Proactively present at and attend industry events, conferences, and BlackRock Aladdin ecosystem forums to be recognized as a subject matter expert in investment operations and Aladdin implementation.
  • Create appropriate strategies and materials for marketing that build Strata's brand awareness and increase sales within the Operations Practice across the Greater Philadelphia and Delaware region.
  • Take responsibility for multiple client accounts by implementing effective account plans and taking accountability for resourcing maps and overall delivery.
  • Manage client account relationships through on‑site visits, introductions to other Strata team members, social activities, and ensuring up‑to‑date Strata collateral is provided to relevant client contacts.
Aladdin Implementation & Delivery Oversight
  • Lead and oversee full lifecycle Aladdin implementation engagements—from scoping and design through configuration, testing, and go‑live—ensuring delivery quality, milestone adherence, and client satisfaction across all active engagements.
  • Design target operating models for investment operations, portfolio management, risk, and compliance functions aligned to Aladdin capabilities, guiding clients through data governance, workflow redesign, and change management challenges inherent in platform migrations.
People Management & Development
  • Manage employees and associates and take overall responsibility for the Operations Practice team, with oversight of all practice members' project work and ensuring line managers within the practice are supported. Conduct regular 1:1s and performance reviews in line with Strata's company procedures, collecting client and colleague feedback on team members and monitoring chargeability metrics.
  • Promote the importance of developing everyone within the Operations Practice to their full potential. Take a strategic perspective to identifying the capability needs of the organisation now and in the future. Develop and maintain an organisational commitment to empowering individuals to take responsibility for their own learning.
  • Recruit and retain a diverse, high‑performing team ranging from Analysts to Senior Managers, establishing team standards for delivery methodology, knowledge management, and professional development.
Culture, Values & Governance
  • Actively develop and protect the reputation of Strata, creating a sense of pride and passion around the business. Act in ways that are highly visible, inspirational, and credible at the most senior level across and outside the company.
  • Demonstrate and promote communicating with honesty, integrity, impartiality, and objectivity. Use your influence to make a positive difference across the business and externally.
  • Drive an inclusive and collaborative working culture that values diversity and encourages openness, approachability, and sensitivity. Build a strong, diverse network of professional relationships at the highest levels within the business, externally, and with Non‑Executive Directors.
  • Attend training and personal development courses as may be considered necessary.
  • Comply with relevant health and safety legislation and the policies and procedures of Strata in the performance of duties.
  • Willingness to travel regionally and nationally, with occasional international travel as required.
Qualifications & Experience Required
  • 15+ years of experience in asset management operations, investment technology, or management consulting
  • 10+ years of hands‑on Aladdin implementation experience across one or more modules: Portfolio Management, Risk & Analytics, Trading & Order Management, Middle Office, or Compliance
  • Prior experience in a Director, VP, or Principal‑level role with client ownership and delivery accountability.
  • Deep understanding of investment operations workflows across front, middle, and back office within asset management
  • Strong executive presence with ability to engage C‑suite stakeholders and build trusted advisor relationships
  • Track record of leading complex, multi‑workstream engagements with $1M+ in annual revenue
  • Experience managing and developing high‑performing consulting teams
Preferred
  • BlackRock Aladdin certification or formal Aladdin training credentials
  • Experience with adjacent platforms such as SimCorp, Charles River IMS, Bloomberg AIM, or Broadridge
  • Background in fixed income, multi‑asset, or alternatives investment operations
  • Familiarity with regulatory frameworks relevant to asset managers (40 Act, ERISA, UCITS, AIFMD)
  • MBA or advanced degree in Finance, Computer Science, or a related field
  • Established network across the Greater Philadelphia, Delaware, or broader Mid‑Atlantic asset management community
Inclusion

We want to harness diverse thinking and aspire to have a diverse workforce because, in our view, diversity enables better business outcomes and we recognise that we need Inclusion, Diversity and Equality to be successful. We want to attract, retain and develop diverse talent at all levels.

#J-18808-Ljbffr