POSITION SUMMARY:

The Investment Operations Specialist serves as an essential member of our client's investment management team, supporting daily operations and client service. Reporting to senior operations and compliance leaders, the role is responsible for managing critical tasks, including cash and trade reconciliation, trade settlement, client communications, and data entry, ensuring accuracy and timeliness in all processes.

RESPONSIBILITIES:

• Foster strong relationships with clients by delivering timely, clear communication and managing expectations effectively.
• Support portfolio managers and traders by communicating client instructions such as cash requests, trade restrictions, and account updates, and maintaining up-to-date account information in the portfolio manager systems.
• Collaborate closely with operations, compliance, and trading teams to ensure smooth workflow and adherence to i...