Investment Operations Associate Job at Beacon Hill (Boston)

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

Investment Operations Analyst

This role covers end-to-end responsibilities in the operational trade lifecycle,...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0–3 years of experience in financial operations or a related role within financial services or a trading firm
Bachelor’s degree in Finance, Accounting, or a related field
Advanced proficiency in Microsoft Excel
VBA knowledge is a plus
Prior experience with structured securities products is advantageous
Strong written and verbal communication skills, with an ability to manage competing priorities effectively
Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure

Job Responsibility

Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails
Provide trade confirmation for structured security product trades and associated derivatives
Conduct cash reconciliation, including handling lifecycle events such as monthly P& I payments
Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively
Perform weekly and monthly reconciliations of investment positions and activity across holdings while investigating and resolving discrepancies
Support ad-hoc analysis and assist in process improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Operations Associate

About the Company: Our client is a multi-billion dollar global alternative inves...

Location

United States , New York

Salary:

100000.00 - 140000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
3-5 years of operations experience
Experience within banking a plus
Experience with ClearPar and Loan Settlement Process
Experience with Sentry, Wall Street Office, or other loan processing systems
Experience with cash and position reconciliation
Knowledge of CLO indenture compliance and reporting

Job Responsibility

Reconcile open trades and monitor the trade settlement process for loans, bonds, and equity
Perform daily portfolio reviews and reconciliations
Reconcile monthly CLO reporting and quarterly distributions
Monitor deal and warehouse cash balances and perform calculations for warehouse fundings and prepare drawdown requests
Assist with CLO transactions including new issue, resets, and refinancing’s
Assist fund accountants and administrators to resolve any bank loan related inquiries or discrepancies
Ensure compliance with CLO indentures for the investment team

Insurance Investment Solutions Associate

The Insurance Solutions Group provides a wide range of advisory, portfolio const...

Location

United States , New York

Salary:

115000.00 - 150000.00 USD / Year

BlackRock Investments

Expiration Date

Until further notice

Requirements

At least 3 years of professional experience in insurance investment strategy or related experience gained via an asset manager, investment bank, consultancy, or insurance company
Practical experience and/or knowledge of investment strategy design, asset classes, and asset-liability management techniques used by insurers
Some familiarity with the accounting, regulatory, risk management and strategic frameworks under which insurers in the region operate
Excellent communication skills and the ability to explain complex topics to non-technical individuals, both verbally and in writing
Excellent problem-solving abilities, intellectual curiosity, and experience understanding and solving complex issues
High level of integrity enabling the candidate to become a trusted partner to clients and peers

Job Responsibility

Assist with BlackRock’s coverage of insurers (particularly C-Suite officers, the Head of ALM, the Chief Actuary and Head of Asset Allocation) through technical engagement of enterprise objectives and the implications of these objectives on their investment strategy with a view to building relationships based on knowledge and trust which lead to the origination of commercial opportunities
Work directly with clients and internal partner teams on advisory engagements focused on asset allocation, risk and capital management, and ALM with a view to guiding the client towards the most appropriate investment solution or investment product given their unique considerations and objectives
Support all internal portfolio management and product strategy teams, and all distribution channels across the platform, with insurance investment, regulatory, accounting and liability expertise to help them position or design investment management products and services in a way that is appropriate for insurers
Develop a thorough knowledge of BlackRock’s capabilities, products and services, and integrate this knowledge into analytical solutions for insurers. Identify gaps in existing provision and drive the development of new services
Assist with the production of insurance focused research and thought leadership publications
Maintain strong relationships with internal partners in the BlackRock Investment Institute (economists), Financial Modelling Group (quantitative modelers), Financial Institutions Group (client relationship managers), and relevant investment teams to drive holistic portfolio solutions for insurers to generate strong commercial outcomes

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Operational Due Diligence Associate Analyst

We are looking for an ODD Associate Analyst to help analyze, review, and monitor...

Location

United States , Stamford

Salary:

75000.00 - 85000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Strong academic background (Degree or equivalent qualification)
1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
High level of writing proficiency
Experience of report writing
Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Attention to detail
Ability to travel as required

Job Responsibility

Assist with evaluating assigned alternative investment funds and managers across all asset classes
Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets
Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
Review and interpret financial statements, offering documents, and other fund literature
Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
Conduct reference checks with service providers for completion of the relevant reports
Liaise with clients and fund managers with respect to ODD inquiries
Assist with producing detailed written reports with an analysis of operational risk and internal controls
Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Senior Counsel-Associate General Counsel - Investments

At Allianz Life, we are driven by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

141000.00 - 282000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Law degree from ABA accredited law school
Licensed to practice in Minnesota or an active member in good standing with a state bar with the ability to be admitted in Minnesota within six months of hiring
9+ years of experience with a law firm or in-house corporate law department, in an in-house corporate law department of an institutional investment manager or for the internal investment department of an insurance company
Broad experience in providing legal counsel on sophisticated institutional and alternative investments, hedging and derivatives trading and general corporate governance matters
Experience in providing legal counsel on distressed assets or assets in workout arrangements
Initiative-taker with strong organizational, communication and people skills
Ability to navigate complicated and nuanced issues
Inquisitive and willing to learn and expand legal knowledge in unanticipated areas and take on new challenges
Ability to manage and prioritize multiple projects
Demonstrated success as a team member and in collaborating with business partners

Job Responsibility

Provide high quality legal services on a timely and cost-efficient basis
Provide comprehensive legal support in the investment space for a large life insurance company and its investment management subsidiary, including reviewing, negotiating, and drafting investment related agreements
Advise on legal and regulatory requirements, corporate policies and procedures, best practices, and strategies for managing risk as part of a multi-national organization
Analyze business plans and participate in project teams and corporate initiatives to identify legal risks, and advise clients on findings and mitigation strategies
Offer legal support to the investment governance, risk, and compliance team, by advising on laws, regulations, and corporate policies applicable to institutional investment advisers and insurance company investors
Assist with corporate governance and operational matters
Prepare legal memoranda, legal agreements, regulatory filings, and other documents
Collaborate cross functionally with other attorneys and outside counsel to provide holistic legal advice

What we offer

Choice of comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

bonus eligible
participate in a generous annual bonus plan
competitive compensation
leading-edge, human-centric benefits package

Fulltime

Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire an Associate t...

Location

United States , Chicago

Salary:

70000.00 - 80000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
0 to 2 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes

What we offer

Bonus eligible and participate in a generous annual bonus plan
Competitive compensation
Leading-edge, human-centric benefits package

Fulltime

Investment Operations Associate

Beacon Hill

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 17, 2026

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