Operations Associate

Investment Operations Associate

Location: Boston, MA (Hybrid)

About the Opportunity

A highly respected and mission-driven investment management firm is seeking an associate to join its growing Operations team. This is an excellent opportunity for a detail-oriented and collaborative professional who enjoys working at the intersection of portfolio management, trading support, client service, and operational execution. The firm is known for its long-term investment philosophy, team-oriented culture, and commitment to delivering strong outcomes for clients. This role offers meaningful exposure across multiple areas of the business and the opportunity to contribute to a best-in-class operational infrastructure.

Position Overview

The operational associate will play a key role in ensuring the accurate and timely execution of operational processes that support portfolio activity, client onboarding, account maintenance, and day-to-day investment operations. This individual will partner closely with internal teams including portfolio management, client service, compliance, and external custodians/vendors. The ideal candidate is highly organized, solutions-oriented, and comfortable managing multiple priorities in a fast-paced environment.

Key Responsibilities

Portfolio & Trading Support

• Assist with implementation of portfolio changes, model updates, and account transitions
• Support trade execution workflows and post-trade operational processes
• Monitor account activity to ensure timely and accurate completion of transactions
• Coordinate portfolio rebalancing and cash movement requests

Account Administration & Client Support

• Facilitate new account onboarding, account maintenance, and documentation processing
• Coordinate transfers, distributions, contributions, and account updates
• Serve as a point of contact for internal teams regarding operational requests and account status
• Support high-quality service delivery through timely follow-up and issue resolution

Reconciliation & Oversight

• Perform daily operational reconciliations and resolve discrepancies
• Coordinate with custodians, administrators, and external service providers
• Maintain accurate records across portfolio accounting and CRM systems
• Ensure data integrity across internal platforms and reporting tools

Process Improvement & Team Collaboration

• Identify opportunities to improve workflows, controls, and efficiency
• Assist with special projects, system enhancements, and operational initiatives
• Collaborate cross-functionally with investment, client service, and compliance teams
• Contribute to a positive, team-first culture focused on excellence and accountability

Qualifications

• Bachelor’s degree required
• 2 years of experience in investment operations, portfolio operations, wealth management operations, or financial services administration
• Understanding of custodial platforms, account administration, and investment operations workflows
• Experience with reconciliations, onboarding, money movement, or portfolio implementation processes preferred
• Strong Excel skills and comfort learning new systems and technology
• Excellent attention to detail and ability to manage multiple deadlines
• Strong communication skills with a professional and collaborative approach
• Experience with platforms such as Addepar, Orion, Tamarac, Salesforce, or similar systems is a plus

Why Join

• Opportunity to join a respected and values-driven investment firm
• High-visibility role with broad exposure across operations and investment teams
• Collaborative culture with strong leadership support
• Stable organization with long-term career growth potential
• Competitive compensation, bonus, and benefits package