Operations Associate
New York, NY
Jan 3, 2025
Full-time
Full Job Description
Our client, a $4+ billion boutique investment management firm in Midtown with a 45year track record is looking to add an Operations Associate to its operations/back office team. Responsibilities:
  • Will be a part of a fourperson back office team and work with the COO (Chief Operating Office) / CCO (Chief Compliance Officer) of the firm
  • Responsibilities include ongoing maintenance of client accounts housed on internal portfolio management systems, trade settlements, position / cash / trade reconciliations, documentation, reviewing realtime P&L and reconciling differences, trade confirms
  • Assist with dayend, monthend, and quarterend close, reconciliation, reporting
  • Support of the firms' compliance function
  • Ensure general office upkeep
  • Assist with general administrative tasks
  • Assist Director of Business Development with marketing material preparation and other client relations / marketingrelated tasks as needed
Qualifications
  • Must have a Bachelor's degree, coursework in Mathematics, Finance, Accounting, Economics a plus
  • Advanced knowledge of the full Microsoft Office Suite (i.e. Excel, PowerPoint, Word, and Outlook)
  • Organized and detailoriented with strong analytical skills
  • Ability to work with and learn various systems
  • Good communication skills, both written and verbal
  • Superb organizational skills with the ability to handle multiple assignments concurrently
  • Attention to detail, proactive attitude, sensitivity to a small team's needs, strong work ethic, and high level of professionalism

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)
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Operations Associate
Beacon Hill Staffing Group, LLC
New York, NY
Jan 3, 2025
Full-time
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