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Senior Investment Operations Associate Jobs in Washington

TEK Systems

Sales Operations Associate II

Hanover, MD · On-site

$38K - $58K/yr

Are you looking to join a team who will invest not only in your professional growth, but also help ... The Sales Operations Associate II role develops and delivers reporting that supports business ...

World Bank

Principal Operations Officer

Washington, DC · On-site

... investing in groundbreaking projects and using data, research, and technology to develop solutions ... with senior stakeholders to support regional priorities. S/he will also serve as the key ...

5 Legal

Investment Funds Associate

Washington, DC

Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management ... operation, as well as in various transactions such as financings, acquisitions and formation of ...

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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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Senior Investment Operations Associate jobs near you

Sales Operations Associate II

TEK Systems

Hanover, MD • On-site

$38K - $58K/yr

Full-time

Re-posted 22 days ago

Job description

Overview

About TEKsystems and TEKsystems Global Services 

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. 

Why this role?

Are you passionate about using your financial knowledge to influence change and navigate complex business challenges? Are you looking to join a team who will invest not only in your professional growth, but also help you achieve your personal goals?  Do you want to be on the front line of strategic decision making for a multi-billion dollar growing organization?  

Job Summary and Overview:

The Sales Operations Associate II role develops and delivers reporting that supports business decision-making and evaluates the performance of business initiatives. In this role, you will maintain a working knowledge of key processes, initiatives, and internal resources aligned with Sales Compensation. You will coordinate ongoing reporting that highlights and audits strategic initiatives, perform audits, and validate financial and compensation-related information to ensure compliance. The role also provides operational support through letter management and by responding to inquiries related to compensation programs.

Responsibilities

Essential Job Duties and Responsibilities:

  • Develop and provide reporting to support business decision making, including specific business initiative performance
  • Remain knowledgeable of key processes, business initiatives and internal resources in order to support DBOs and various leaders in the field
  • Coordinate and maintain recurring reports with leadership and analyst team to highlight/audit strategic initiatives and track performance to goals for consumption by sales leadership
  • Perform audits and validate financial information such as, but not limited to minimum salary, Guaranteed Commission and Global Services commission updates
  • Assist with tracking and maintaining producer contest goals
  • Follow up with support partners on outstanding items to ensure proper compliance
  • Assist in the management and letter creation for Account Managers
  • Field questions and emails on various compensation programs Ad hoc audit and reporting requests as needed
  • First level review and letter creation of promotions, territory changes and leave of absence for both Talent Services and Global Services
Qualifications

Required Education and/or Experience:

  • The knowledge, skills, and abilities typically acquired through the completion of a Bachelor's degree program or equivalent degree in a field of study related to Business or Finance
  • Seeking 2-4+ years of work experience

Requisite Abilities and/or Skills:

  • High proficiency in Microsoft Office applications
  • Strong organizational skills and detail oriented
  • Ability to develop a thorough knowledge of business policies and account management practices
  • Adaptable and able to handle multiple tasks concurrently
  • Strong problem solving and analytical skills
  • Ability to manage time and excel in a deadline-oriented environment
  • Successful track record of providing quality customer service

Compensation:

$38,600-$58,000, $3,500 annual bonusEmployment Type: OTHER

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