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Associate, Investment Transitions & Operations | Investment Firm
Associate, Investment Transitions & Operations | Investment FirmRecruiting Resources, Inc. • Los Angeles, CA, US
Associate, Investment Transitions & Operations | Investment Firm

Associate, Investment Transitions & Operations | Investment Firm

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

Job Description

Job Description

Global investment management firm is seeking an Investment Transitions & Operations Associate at their global headquarters in West Los Angeles. This is an exciting opportunity for an experienced business operations professional within the financial services industry to join a fast-paced environment with strong potential for learning and growth.

Responsibilities

Portfolio Onboarding & Data Management

  • Operate and maintain the firm's portfolio onboarding workflow and ensure accuracy of portfolio reference data across core systems.
  • Create, maintain, and close portfolios within portfolio management, accounting, and analytics platforms; ensure proper data hierarchy and downstream linkages in accordance with control procedures.
  • Coordinate legal entity and portfolio structure changes within key systems based on business input and maintain full documentation for audit and compliance purposes.

Cross-Functional Coordination

  • Communicate portfolio setups and data changes to internal partners to anticipate and mitigate downstream operational impacts.
  • Collaborate with accounting teams to align general ledger structures, mapping, and account-level configurations during onboarding and month-end processes.
  • Coordinate onboarding activities for clients, third parties, and related entities across various internal teams and external stakeholders.

    • Controls, Governance & Audit Readiness

  • Execute and track onboarding events and data change requests, ensuring sign-offs, evidence collection, and compliance with internal control standards.
  • Support a strong control environment through procedure maintenance, audit preparation, issue management, and remediation tracking.

    • Process & Technology Enhancements

  • Work closely with product and technology teams to identify and test system and workflow enhancements, including automation, data quality improvements, and operating model efficiencies.
  • Participate in structured user acceptance testing (UAT) and provide feedback to support successful implementation of changes.

    • Qualifications & Experience

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field (or equivalent work experience).
  • Minimum 5 years of experience in asset management, broker / dealer operations, custodian administration, or similar financial services environment.
  • Prior Middle Office or Operations experience strongly preferred, including transitions, account setup, or portfolio data stewardship.
  • Familiarity with a broad range of investment products (e.g., fixed income, currencies, private assets / alternatives, derivatives).
  • Experience working with systems supporting portfolio management, accounting, and / or custody operations; exposure to leading industry platforms is a plus.
  • Demonstrated ability to coordinate cross-functional projects and collaborate with technology / product partners on system enhancements, UAT, and change management.
  • Strong organizational skills with the ability to manage multiple concurrent onboarding events under tight timelines.
  • Comfortable working with ambiguity and proactive in clarifying requirements, identifying risks, and proposing solutions.
  • Intermediate to advanced Excel skills; exposure to SQL or Python for data validation and control checks is advantageous.
  • Strong documentation discipline, attention to detail, and audit readiness mindset.
  • Excellent written and verbal communication skills with the ability to tailor updates for diverse stakeholders.
  • Proven ability to prioritize, escalate appropriately, and independently manage competing deadlines.
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