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Senior Investment Operations Associate Jobs in Tennessee

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc ...

Truework is hiring an Associate Manager, Operations to lead our Manual Verifications team - an ... with senior team members * Partner with leadership on operational initiatives, stay current on ...

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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?

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.
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Infographic showing various Senior Investment Operations Associate job openings in Tennessee as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Sr. Associate, Investment Operations Data

Fortitude Re

Nashville, TN

Full-time

Re-posted 10 days ago


Job description

The Senior Associate, Investment Operations Data, will play a key role in supporting the implementation and ongoing operation of the firm's investment data operating model as part of a major transformation to deploy a new enterprise data management platform. This individual contributor will be responsible for ensuring high-quality, timely, and reliable data across IBOR, ABOR, investment processes, middle-office workflows, compliance, and reporting. 

This position will be part of the Data Operations team in Investment Operations and will act as a subject matter expert and primary executor across data operations workflows, platform implementation activities, and data quality initiatives. The role requires deep expertise in investment data, strong analytical capabilities, and hands-on experience working within complex, multi-asset environments. 

This position will partner across Front Office, Technology, Risk, Operations, and external vendors to support the delivery of a scalable, well-governed data ecosystem. 

What You Will Do: 

Data Platform Implementation and Support 

  • Act as a core contributor to the implementation of the new data management platform, supporting business requirements, testing, and rollout activities. 

  • Translate business needs into detailed functional requirements across data ingestion, mastering, validation, enrichment, integration, and distribution. 

  • Support data migration, reconciliation, and UAT efforts, ensuring completeness and accuracy of data across systems. 

  • Partner with Technology and vendors to troubleshoot issues, validate enhancements, and support Agile delivery cycles. 

  • Contribute to ensuring the platform supports IBOR production, investment processes, risk analytics, compliance, and reporting needs. 

Operational Data management 

  • Execute and oversee daily data operations processes to ensure accurate and timely delivery of investment data. 

  • Investigate, resolve, and escalate data quality issues across security master, pricing, corporate actions, reference data, positions, transactions, and exposures. 

  • Perform reconciliations and validation checks across internal systems, custodians, and third-party data providers. 

  • Support the maintenance of data quality frameworks, dashboards, and controls. 

  • Document workflows, data definitions, and operating procedures to ensure consistency and transparency. 

Data Quality and Controls 

  •  Apply and monitor data quality rules, tolerances, and exception management processes. 

  • Support the implementation of controls across key datasets, including security master, pricing, corporate actions, and transactional data. 

  • Analyze root causes of data issues and recommend improvements to prevent recurrence. 

  • Partner with the VP and broader team to enhance data governance and stewardship practices. 

Cross Functional Collaboration 

  • Partner with Front Office, Investment Operations, Risk, Finance, and Compliance teams to understand data requirements and support delivery. 

  • Work closely with Technology teams to refine data flows, improve system integrations, and enhance automation. 

  • Engage with external vendors (custodians, pricing providers, asset managers) to resolve data discrepancies and improve data quality. 

  • Communicate findings, issues, and recommendations clearly to stakeholders. 

Continuous Improvement & Innovation 

  • Identify opportunities to improve data processes, enhance automation, and reduce manual intervention. 

  • Support development of reporting, dashboards, and self-service data capabilities. 

  • Contribute to scaling data processes as the firm expands into new asset classes and geographies. 

  • Leverage tools and emerging technologies (including AI/ML where applicable) to improve data validation, workflow efficiency, and reporting. 

What You Will Have: 

  • Bachelor's degree   

  • 3-6+ years of experience in investment operations, data management, IBOR operations, or asset management environments 

  • Operational understanding of 

  • IBOR and ABOR concepts 

  • Investment  

  • Pricing, corporate actions, and a deep understanding of Security Master data 

  • Transactions, position data, reconciliations, cash, exposures 

  • Experience supporting data needs across investment teams, middle office, risk, treasury, or reporting functions 

Platform and Technology Experience 

  • Experience working with enterprise data platforms (e.g., Palantir Foundry, Clearwater, Aladdin, Markit EDM, Snowflake, Eagle, NeoXam, SimCorp, or similar) 

  • Understanding of data pipelines, APIs, data models, and data architecture concepts 

  • Hands-on experience supporting UAT, data validation, and business requirement documentation 

Core Capabilities 

  • Strong analytical and problem-solving skills with high attention to detail 

  • Ability to manage multiple priorities in a fast-paced environment 

  • Effective communication and stakeholder engagement skills 

  • Proactive, self-starter with a continuous improvement mindset 

  • Ability to work independently while collaborating closely with cross-functional teamsÂ