Senior Associate, Investor Operations

• Execution of complex investor operations processes ensuring accuracy timeliness and a best-in-class service experience.
• Serve as a key point of contact for internal stakeholders and select external partners providing proactive communication issue resolution and high-quality service delivery.
• Review approve and oversee operational deliverables including reconciliations reporting outputs and data validations ensuring completeness and accuracy.
• Independently investigate and resolve complex operational issues identifying root causes and implementing sustainable solutions.
• Drive cross-functional coordination across Fund Accounting Legal Compliance Tax and Technology to ensure seamless execution of investor servicing workflows.
• Drive recurring reporting cycles and operational processes including planning tracking and execution across multiple workstreams.
• Identify operational risks and control gaps; enhance processes documentation and controls to improve scalability and reduce risk.
• Play a key role in system implementations enhancements and process automation efforts including user acceptance testing (UAT) and business requirement input.
• Develop maintain and enhance procedures and documentation to support a controlled audit-ready environment.
• Support audits regulatory inquiries and internal reviews by providing validated data and subject matter expertise.
• Act as a resource and mentor to junior team members providing guidance to support technical development.
• Continuously evaluate workflows and service delivery driving improvements that enhance efficiency and the overall stakeholder experience.

Communication Skills:

• Demonstrates advanced written and verbal communication skills with the ability to influence and effectively engage internal stakeholders and external partners.
• Builds strong trusted relationships across cross-functional teams and serves as a reliable point of contact for operational matters.
• Clearly communicates complex operational processes issues and recommendations to a variety of audiences.
• Proactively manages stakeholder expectations through transparent communication timely updates and consistent follow-through.
• Escalates issues strategically providing context recommendations and ownership through resolution.
• Maintains confidentiality and handles sensitive information with the highest level of professionalism and discretion.

Technical Skills:

• Advanced proficiency in Microsoft Office (particularly Excel) including working with large data sets reconciliations and reporting outputs.
• Deep experience with CRM systems data platforms and workflow tools (e.g. Salesforce Intralinks ) with the ability to optimize usage.
• Strong data management capabilities including validation reconciliation and quality assurance of complex data sets.
• Ability to identify inefficiencies in systems and processes and contribute to automation and optimization solutions.
• Experience supporting or leading system implementations enhancements and testing (UAT) efforts.

Analytical Skills:

• Strong understanding of investor operations processes fund structures and servicing requirements.
• Ability to independently analyze complex data sets identify discrepancies determine root causes and implement corrective actions.
• Applies critical thinking to evaluate processes improve accuracy and enhance scalability of operations.
• Demonstrates ownership and accountability for deliverables ensuring high-quality outputs with minimal oversight.
• Ability to connect operational data to broader business context and stakeholder impact.

Problem Solving & Organization:

• Demonstrates strong ownership and accountability for multiple complex workflows and deliverables.
• Proactively identifies risks bottlenecks and inefficiencies and drives solutions that improve processes and controls.
• Effectively prioritizes competing priorities in a fast-paced deadline-driven environment while maintaining high-quality standards.
• Highly organized with the ability to manage end-to-end processes and ensure proper documentation and audit readiness.
• Takes initiative in driving continuous improvement and supporting team and organizational objectives.
• Acts as a point of escalation and problem-solver for more junior team members.