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Associate-Portfolio Control -Middle Office/Trade Operations
Associate-Portfolio Control -Middle Office/Trade OperationsRecruiting Resources, Inc. • Torrance, CA, US
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Associate-Portfolio Control -Middle Office / Trade Operations

Associate-Portfolio Control -Middle Office / Trade Operations

Recruiting Resources, Inc. • Torrance, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

A leading global investment management firm is seeking a Portfolio Control Associate to join its dynamic investment operations team. This is an exciting opportunity for a driven professional with financial services experience to gain broad exposure across trading, operations, and portfolio management in a fast-paced, high-growth environment.

  • $150-$155K Total Comp (base + full annual bonus) + Equity
  • Hybrid 3 days / week in office

The Portfolio Control Associate serves as a key point of coordination between internal teams — including trading desks, deal teams, legal, and compliance — and external partners, ensuring accurate execution, control, and reporting across complex investment portfolios.

Responsibilities

Trade Lifecycle Management

  • Support trading and deal desks with booking administrative trades, including inter-portfolio transfers and private market transactions.
  • Reconcile and maintain trade-level reference data such as mandates, dealing desks, and fee categories.
  • Track and update unfunded commitments to ensure accurate liquidity forecasting.
  • Facilitate onboarding of Assets in Kind and Cash for pension acquisitions and new client accounts.

    • Process & Control Oversight & Client Onboarding

  • Coordinate re-registrations and other portfolio movements with internal stakeholders and outside counsel.
  • Monitor key performance indicators and drive process enhancements to improve efficiency and accuracy.
  • Ensure adherence to SOC 1 controls and maintain a culture of operational excellence.
  • Support key initiatives and cross-functional projects impacting investment operations.
  • Complete custodian questionnaires and manage documentation required to onboard new client mandates.
  • Collaborate with internal teams to ensure seamless setup and funding of accounts.
  • Maintain organized audit trails and ensure consistent client communication and delivery standards.

    • Qualifications & Experience

  • Bachelor's degree in Finance, Accounting, or Business.
  • 3–5 years of experience within asset management, custody, or broker / dealer operations.
  • Prior exposure to Middle Office or Trade Operations functions preferred.
  • Experience with SOC 1 controls and process improvement initiatives.
  • Familiarity with investment products such as corporate bonds, treasuries, FX, alternatives, and derivatives.
  • Experience with systems such as State Street PAM, Markit thinkFolio, or Aladdin Explore is a plus.
  • Advanced Excel skills; Bloomberg, SQL, or Python experience beneficial.
  • Strong analytical, communication, and organizational abilities with a proven track record of meeting deadlines.
  • Team-oriented mindset with the ability to adapt quickly in a changing environment.
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