Demo

Investment Operations Associate

Northbound Executive Search
York, NY Full Time
POSTED ON 5/27/2026 CLOSED ON 6/2/2026

What are the responsibilities and job description for the Investment Operations Associate position at Northbound Executive Search?

Our client, a well-known Financial Services firm in NYC, is looking for an Investment Operations Associate to join its team. This is a great opportunity for someone with 4 years of Fixed Income exposure, and Middle Office Operations experience.


Responsibilities

  • Support fixed income trade execution and settlement processes.
  • Manage bond and credit operations workflows.
  • Coordinate trade settlements
  • Perform daily data management and reconciliation tasks.
  • Oversee outsourced middle office functions and vendors.
  • Coordinate derivatives and counterparty onboarding.
  • Identify and implement process improvements.
  • Prepare daily cash and position reports.
  • Assist with client and portfolio reporting.
  • Support operational projects and process enhancements.


Qualifications

  • 5 Years experience of hands-on middle office operations within fixed income or custody middle office functions.
  • Strong Excel skills
  • Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.

Salary : $55 - $65

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Northbound Executive Search

  • Northbound Executive Search Charlotte, NC
  • A top alternative asset manager in Charlotte is looking to add a CLO Investment Professional at the Associate level to its growing team on a hybrid basis (... more
  • 1 Day Ago

  • Northbound Executive Search York, NY
  • Compliance Analyst Compliance Temp will support day to day BSA and AML activities within the compliance team. This role will focus on business as usual com... more
  • 3 Days Ago

  • Northbound Executive Search York, NY
  • Our client, a leading private equity firm, is seeking a proactive and detail-oriented Executive Assistant to support their Head of Investor Relations and s... more
  • 3 Days Ago

  • Northbound Executive Search Jersey, NJ
  • Our client, located in Jersey City, NJ, is seeking an experienced Loan Closer to support the execution and settlement of syndicated loan transactions. This... more
  • 4 Days Ago


Not the job you're looking for? Here are some other Investment Operations Associate jobs in the York, NY area that may be a better fit.

  • Confidential Company York, NY
  • Middle Office Associate / Investment Operations A leading global alternative asset manager is seeking a Middle Office professional to join its investment o... more
  • 2 Days Ago

  • Atlantic Group York, NY
  • Firm: $50B Private Equity Role: Senior Associate Responsibilities Maintain and update portfolio KPI dashboards (monthly/quarterly), ensuring accuracy acros... more
  • 9 Days Ago

AI Assistant is available now!

Feel free to start your new journey!