Senior Operations Associate

‍The Opportunity‍

We are seeking a highly skilled and experienced Senior Operations Associate to join our team. This position requires proficiency in aggregating data, measuring investment performance, building and improving performance reports, streamlining operational processes, and a strong familiarity with alternative investments and multi-family offices. As a Senior Associate you will play a crucial role in ensuring the accuracy, efficiency, and integrity of our operations and reporting team.

Primary Responsibilities

Performance Reporting:

• Build, maintain and improve performance reports and metrics based on aggregated financial data.
• Prepare detailed analysis and presentations to showcase investment performance, portfolio diversification, risk exposure, and other key metrics.
• Collaborate with the Consulting Teams to ensure accurate and timely reporting to clients.
• The ability to build and breakdown analytics (MOIC, IRR, TWRR) and explain them to internal stakeholders is an added benefit.

Financial Data Aggregation & Management:

• Aggregate, reconcile, and verify financial data from various sources, including investment managers, custodians, brokers, and other relevant parties.
• Ensure data accuracy and completeness for further analysis and reporting.
• Ensure the integrity and security of financial data by implementing/following robust data management practices.
• Develop and maintain databases, systems, and tools to store, organize, and analyze financial information.
• Ensure compliance with data protection regulations and internal policies.

Process Streamlining:

• Identify opportunities for process improvement within the Operations department.
• Develop and implement streamlined procedures and workflows to enhance efficiency, accuracy, and scalability, including centralizing performance reporting within the Operations department.
• Automate manual tasks wherever possible to reduce errors and save time.

Key attributes

• High degree of accuracy and attention to detail.
• Ability to prioritize, multi-task and work in a fast-paced environment.
• Strong analytical and problem-solving abilities.
• Able to work well within a team environment and in a collaborative manner.
• Able to lead and motivate a team to deliver on team objectives and key results.
• Strong communication and interpersonal skills with the ability to collaborate across both internal and external stakeholders.
• Willingness to go above-and-beyond continuously to provide an exceptional client experience.

Qualification:

• Bachelor’s degree or relevant experience in finance, economics, business administration, or a related field. Advanced degree or relevant certifications (e.g., CFA, CAIA) beneficial.
• 3 to 5 years of experience in a financial services environment, preferably a smaller firm (i.e., hedge fund manager, multi-family office or another financial services firm) with demonstrated leadership or progression during that time.
• Strong understanding of alternative investments and their operational requirements along with relevant metrics including time weighted return, money weighted return, multiples of invested capital, etc.
• Proficient in using financial software and systems for data aggregation, management, and reporting, including Salesforce, Addepar and Canoe.
• Exceptional analytical skills with the ability to interpret complex financial data and identify trends or anomalies.
• Demonstrated experience in streamlining processes, improving operational efficiency, and implementing automation tools.
• Demonstrated experience in leading teams, projects, or initiatives.
• Excellent verbal and written communication skills, with fluency in English.
• Strong Microsoft Office technical knowledge, particularly Excel.

Compensation

• Industry competitive salary.
• Performance based bonus structure.
• Health benefits via participation in the firm’s health spending account.
• Career advancement with demonstrated performance.
• Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions.
• Up to $1,000 per annum relevant continuing education expense.
• 3 weeks’ vacation per annum.

*For many of our clients, we provide consulting services for all of their assets and use the Assets Under Consultation metric of measurement as we believe we have an impact on all assets held by clients whether or not we directly introduced those assets to them or not. Assets Under Consultation is different from the more traditional Assets Under Management metric of measurement.

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations to apply for any job opportunities or require this posting in an additional format, please visit our LinkedIn job posting to apply. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.