Investment Operations Professional Job at Orbis Consultants (London)

Investment Operations Support Analyst

We are currently seeking candidates for an Investment Operations Support Analyst...

Location

United States , New York

Salary:

85000.00 - 100000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or related field
3+ years of experience within investment management, asset management, fund administration, custody, or financial services environments
Experience supporting investment operations, portfolio accounting, settlements, trade support, or security master functions
Working knowledge of fixed income securities and investment operations workflows
Experience utilizing Bloomberg in a professional environment
Basic to intermediate SQL skills, including queries, joins, updates, and data analysis
Strong troubleshooting, analytical, and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work effectively across both business and technology teams
Strong organizational skills and attention to detail

Job Responsibility

Investigate and resolve application, transaction, and data-related issues impacting investment operations teams
Support portfolio accounting and investment operations systems utilized across multiple business functions
Maintain and validate security reference data to ensure accuracy across platforms and reporting processes
Utilize Bloomberg to research securities and support ongoing data management activities
Execute SQL queries to analyze data, troubleshoot operational issues, and support reporting requirements
Monitor daily operational workflows and assist with processing exceptions and reconciliations
Partner with Trading, Portfolio Accounting, Operations, and Technology teams to identify and resolve issues
Support trade lifecycle activities by researching discrepancies and coordinating solutions with internal stakeholders
Assist with process improvements, system enhancements, and operational initiatives
Provide additional support as needed

Fulltime

Investment Operations - Risk & Control - Senior Vice President

Individuals in Assessment & design are responsible for developing, designing, an...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
Strong knowledge of Investments including Securities, Corporate Actions, Mutual Funds, Settlement, Income Processing, Security Pricing, Brokerage Operations, Alternative Investments, and Capital Markets
Ability to identify, measure, and manage key risks and controls
Track record leading Control related projects and programs
Ability to see the big pictures with high attention to critical details
Develop and implement strategy and process improvement initiatives
Comprehensive knowledge of Citi’s businesses and functions and their risk profiles
Developing new ideas and improving current processes to proactively mitigate risks
Requires an ability to provide challenge and make recommendation for risk and controls remediation
Expert knowledge in the development and execution for controls

Job Responsibility

Partner with the Global Wealth Investments Operations group (including Securities [Corporate Actions, Mutual Funds, Settlement, Income Processing, Security Pricing], Brokerage Operations, Alternative Investments, Capital Markets.)
Provides leadership and direction through a large team of professionals and/or junior managers
Provide leadership to drive optimization and efficiencies in projects
Assist management in guiding and influencing decisions that conform to business objectives
Manage the design, development, and implementation of Citi's comprehensive controls program
Assess the effectiveness of existing controls, identifying areas for improvement, and executing necessary changes
Continually manage controls enhancements geared towards increasing efficiency and reducing risk
Regularly assess the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
Work closely with key stakeholders and process owners to drive management decisions aimed at maintaining operations within the firm's Risk Appetite
Collaborate with key stakeholders to assess potential risks, develop risk mitigation activities, and define the acceptable level of risk across various areas of operation

Fulltime

Investment Operations Specialist

A well-established wealth management firm in Parsippany, NJ is seeking an Invest...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in investment operations, financial services operations, or client service
Exposure to separately managed accounts, alternative investments, or structured products preferred
Strong attention to detail with the ability to manage multiple requests simultaneously
Comfortable working in systems-driven environments (CRM / workflow tools
Salesforce experience a plus)
Professional communication skills and a service-oriented mindset
Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus

Job Responsibility

Manage investment and trade requests from initiation through completion
Track and move requests through workflow systems, ensuring accuracy and timeliness
Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
Confirm accounts are properly set up with required features, restrictions, and documentation
Maintain organized records and support reporting, reconciliations, and internal controls
Provide operational support across SMAs, alternative investments, and structured products as needed

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Senior Treasury Manager, Investment Operations

The Treasury Operations team is seeking a dynamic and experienced Senior Treasur...

Location

United States , Redmond

Salary:

96500.00 - 188400.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance, Accounting, or Business AND 5+ years experience with background in treasury, finance, banking, or accounting OR equivalent experience
Bachelor's Degree in Finance, Accounting, or Business AND 8+ years experience with background in treasury, finance, banking, or accounting OR Master's Degree in Business Administration (MBA) or Science in Finance (MSF) AND 5+ years experience with background in treasury, finance, banking, or accounting OR equivalent experience
Professional Treasury Certification (e.g. Chartered Financial Analyst [CFA], Certified Treasury Professional [CTP], Financial Risk Manager [FRM])
5+ years of work experience in Investment Operations or related field in a corporate environment
Deep foundational knowledge of investment instruments and security types
Available to support East Coast trading hours
Proven ability to lead cross-functional initiatives and present confidently to large audiences
Outstanding attention to detail with a track record of delivering under pressure and managing competing priorities
Demonstrated success in driving process improvements and leading projects independently
Business partnering and communication skills with a collaborative mindset

Job Responsibility

Lead daily operations for trade confirmations and settlements across fixed income, FX, derivatives, and share buybacks, including cash reconciliations and corporate actions
Conduct rigorous daily data integrity reviews to ensure accuracy and compliance
Manage relationships with custody banking partner(s), system vendors, accounting teams, trading counterparties, and internal stakeholders, including Capital Markets, Accounting, Cash Operations, Tax, and Legal
Oversee collateral management activities, including coordination with Legal on counterparty agreements
Champion optimal practices and ensure adherence to regulatory requirements, internal controls, and SOX (Sarbanes–Oxley) compliance
Embody our culture and values

Fulltime

Assistant General Manager

Responsible for supporting all aspects of the operation including guest and empl...

Location

United States , Miami Beach

Salary:

104000.00 - 130000.00 USD / Year

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
4 years experience in the guest services, front desk, housekeeping, or related professional area
OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
2 years experience in the guest services, front desk, housekeeping, or related professional area

Job Responsibility

Responsible for supporting all aspects of the operation including guest and employee satisfaction, human resources, financial performance, sales and revenue generation and delivering a return on investment
Assists the General Manager in leading the team in the development and implementation of property-wide strategies
Verifies the implementation of the brand service strategy and brand initiatives with the objective of meeting or exceeding guest expectations
Builds relationships with key customers and is involved in the sales process

Fulltime

Sr Product Manager, T-Platform

The Sr Product Manager – T-Platform Discovery Lead is responsible for driving te...

Location

United States , Bellevue; Overland Park; Parsippany; Frisco; Herndon

Salary:

121600.00 - 219400.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree-Engineering or Computer Science
7+ years of relevant Product Management experience in an agile software product development environment
Advanced level understanding of customer experience
Experience in delivering large and complex business/technology initiatives
Proven ability to effectively and efficiently communicate with Leadership, technical and non-technical audiences while employing a high degree of collaboration and influence
Demonstrates complete mastery of business side skills (communication, customer research, product vision, feature definition), as well as technical architecture, Dev, and execution skills
Strong requirements elicitation, and proven writing skills including the ability to write concisely and clearly for different audiences
Strong analytical skills with demonstrated ability to identify/analyze/synthesize product use data and use the data to drive decisions
At least 18 years of age
Legally authorized to work in the United States

Job Responsibility

Owns product end to end for complex or cross-platform solutions for products of the highest level of complexity and scope, or family of products
Identifies target customer(s) for existing or future products, and designs and drives end user product research
Partners with business, internal/external stakeholders and Leadership to understand current customer experiences, identifies areas of opportunity
Conducts analysis of quantitative and qualitative data to identify product innovation
May work with data scientists to answer complex questions or identify meaningful insights from data
Leverages rapid hypothesis driven testing methodologies and experiments to inform direction, prioritize investment
Conducts cost-benefit / ROI / NPV analysis, competitive product analysis, to support decision making
Works with stakeholders and follows enterprise process to secure and maintain product funding
Anticipates industry trends, direction, innovation, analyses potential impacts or opportunities to customer / product, and incorporates analyses into product process
Communicates, influences, and sells ideas at VP level and below

What we offer

Annual stock grant
Employee stock purchase plan
401(k)
Free year-round money coaches
Annual bonus or periodic sales incentive or bonus
Medical, dental and vision insurance
Flexible spending account
Paid time off and up to 12 paid holidays
Paid parental and family leave
Family building benefits

Fulltime

Assistant Manager - Training

Helps drive company values and philosophy and ensures all training and developme...

Location

India , Ghaziabad

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

2-year degree from an accredited university in Human Resources, Hotel and Restaurant Management, Hospitality, Business Administration, or related major
2 years experience in the human resources or related professional area
certified trainer
OR 4-year bachelor's degree in Human Resources, Hotel and Restaurant Management, Hospitality, Business Administration, or related major
certified trainer
no work experience required

Job Responsibility

Helps drive company values and philosophy and ensures all training and development activities are strategically linked to the organization’s mission and vision
Works with property leadership team to identify and address employee and organizational development needs
Ensures effective training is in place to enable the achievement of desired business results
Conducts needs assessments, designs and develops training programs and facilitates the delivery of both custom and corporate training programs
Measures the effectiveness of training to ensure a return on investment
Promotes and informs employees about all training programs
Displays leadership in guest hospitality, exemplifies excellent customer service and creates a positive atmosphere for guest relations
Helps employees identify specific behaviors that will contribute to service excellence
Ensures employees receive on-going training to understand guest expectations
Uses effective training methods to ensure employees have a good understanding of guest satisfaction and can demonstrate guest satisfaction skills

Fulltime

Data Center Operations Manager

In alignment with our Microsoft values, we are committed to cultivating an inclu...

Location

France , Paris

Salary:

67800.00 - 115900.00 EUR / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent AND working experience in mission-critical service management (e.g., providing IT services, manufacturing, warehouse, retail, military, or managing physical operations in an IT and/or critical environment infrastructure)
Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include, but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud background check upon hire/transfer and every two years thereafter.

Job Responsibility

People Management: Deliver success through empowerment and accountability by modeling, coaching, and caring
Live our culture, embody our values, and practice our leadership principles
Define team objectives and outcomes, enable success across boundaries, and help the team adapt and learn
Attract and retain great people, know everyone’s capabilities and aspirations, and invest in the growth of others
Oversee and coach a team on the operation of various systems and equipment within the data center in a safe and professional manner and advise junior colleagues on inspection and supervision issues
Data Center Operations: Document and drive alignment on dependencies, supplier contracts, success metrics, resource readiness, operational, supportability, and manageability criteria
Review Service Level Agreements (SLAs), Key Performance Indicators (KPIs), and Objectives & Key Results (OKRs) and provide input to improve or increase efficiency across IT services
Drive accountability with building landlord to adhere to MSFT service-level agreement
Partner cross-functionally to support global and regional initiatives (e.g., environmental health and safety, risk assessments, certifications)
Manages/supports alignment to budget of the Data Center and makes tradeoff decisions to adhere to sound fiscal practices

Fulltime

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Investment Operations Professional

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