- Company Name
- Kassen Recruitment
- Job Title
- Senior Operations Associate
- Job Description
-
**Job Title:** Senior Operations Associate
**Role Summary:**
Support and enhance investment operations by coordinating daily activities, reviewing performance reports, designing controls, and optimizing workflows. Collaborate with internal teams and external service providers to ensure data integrity, operational resilience, and scalable processes in a multi‑entity environment.
**Expectations:**
- Oversee day‑to‑day investment operations across teams and vendors.
- Validate investment reports against portfolio activity and internal records.
- Establish reconciliations and control checkpoints to detect data gaps and exceptions.
- Develop analytical reviews and monitoring tools for data quality and operational effectiveness.
- Liaise with leadership, vendors, and stakeholders on workflow and system improvements.
- Prepare documentation for internal and external reviews, maintaining operational readiness.
- Identify inefficiencies, redesign processes, and implement automation to improve scalability and reliability.
- Create internal tools, templates, and workflows to reduce manual effort.
- Document procedures and controls for knowledge transfer and long‑term sustainability.
- Prioritize initiatives with senior leadership to strengthen reporting integrity and operational infrastructure.
**Key Responsibilities:**
- Coordinate day‑to‑day investment operations and service provider activities.
- Review and validate periodic investment reports and performance materials.
- Design and maintain review processes, reconciliations, and control checkpoints.
- Build and refine analytical monitoring tools for data transparency.
- Act as liaison for process enhancements and system integrations.
- Support audits and reviews with comprehensive documentation.
- Evaluate and redesign workflows, applying automation where possible.
- Develop templates, tools, and automated processes for data movement across platforms.
- Document operating procedures and control frameworks.
- Collaborate with senior leadership on initiative prioritization and implementation.
**Required Skills:**
- 4+ years in investment operations, fund administration, finance, accounting, or data‑centric financial roles.
- Deep understanding of public markets, private investments, and alternative asset classes.
- Proven experience building or implementing automations, integrations, or data workflows (scripting, databases, low‑/no‑code tools).
- Advanced Excel proficiency; ability to manage large, complex datasets.
- Strong design, documentation, and maintenance of operational workflows, controls, and reconciliations.
- Excellent project management—scope, test, and deliver process improvements independently.
- Analytical, detail‑oriented problem‑solving approach.
- Clear communication, translating technical concepts into operational context.
- Proactive, dependable, and comfortable owning end‑to‑end responsibilities.
**Required Education & Certifications:**
- Bachelor’s degree in Finance, Accounting, Data Analytics, Computer Science, or related discipline.
- Certifications in finance, operations, or data management (e.g., CFA, CAIA, Six Sigma, or similar) are a plus.