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Associate, Investment Operations

United States, Hoboken, New Jersey · Job Posted March 13, 2026
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Job Description

We are looking for a motivated Associate to join our Investment Operations team in Hoboken, New Jersey. In this role, you will play a key part in ensuring the efficient management and oversight of investment processes and workflows. This position offers a dynamic environment for professionals seeking to enhance their analytical and operational expertise within the investment sector.

Job Responsibility

  • Oversee daily investment operations to ensure accuracy and compliance with established protocols
  • Analyze and resolve discrepancies in investment data and transactions
  • Collaborate with internal teams to optimize workflows and improve operational efficiency
  • Monitor and report on key performance indicators for investment processes
  • Assist in the preparation of detailed reports and presentations for stakeholders
  • Ensure all investment activities align with regulatory requirements and company policies
  • Support the implementation of new tools and systems to streamline operations
  • Conduct periodic reviews to identify areas for process improvement
  • Maintain accurate records of investment transactions and related documentation
  • Provide training and guidance to less experienced team members on operational procedures

Requirements

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Proven experience in investment operations or a similar role
  • Strong analytical skills with the ability to interpret complex data
  • Proficiency in relevant software and tools used in investment operations
  • Excellent organizational skills and attention to detail
  • Familiarity with regulatory requirements affecting investment activities
  • Effective communication skills to collaborate across teams and present findings
  • Ability to adapt to a fast-paced, dynamic work environment

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

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