- Professional
- Office in Rosemont
About the role
The Operations Associate in the Strategic Investments Department supports the operational and administrative functions related to the company’s investment portfolio, with a focus on alternative assets, private placements, structured products, and other complex investment vehicles. This role ensures the accuracy, timeliness, and integrity of investment data and transactions, working closely with portfolio managers, custodians, accounting, compliance, and external partners. In a life insurance context, this position plays a key role in supporting the management of long-term investment strategies that align with the company’s liability profile and regulatory requirements. The Operations Associate helps maintain robust investment operations infrastructure, supports reporting and reconciliation processes, and contributes to the continuous improvement of investment workflows and systems.
What you'll do
- Describe the role and team the candidate will be joining
- Ability to self-manage in a high volume, fast-paced environment with strict deadlines.
- Responsible for the research and resolution of any complex investment data and reporting related issues.
- Aware of Bermuda Monetary Authority (BMA) reporting requirements that could impact the level of investment data provided to the Bermuda based operating companies.
- Communicate daily with internal departments and third-party venders to expedite timely resolution of data, reporting, and system related issues.
- Contribute to the creation and maintenance of written procedures.
- Maintain day-to-day relationships with the Bermuda based operating companies.
- Recordkeeping/maintenance of client’s trade and holdings records/files.
- Perform daily, monthly, and quarterly audits as required.
- Participate in technology development efforts as needed.
- Provide mentorship and training to Operations Analysts.
- Collaborate with accounting and finance teams to ensure accurate valuation and reporting of investment holdings.
- Prepare and validate reports for internal stakeholders, auditors, and regulatory filings.
Qualifications
- Describe the experience and attributes of the ideal candidate
- Bachelor’s degree in Accounting, Economics, Finance, or related fields
- 4-8 years industry experience preferred.
- BlackRock experience is required.
- Displays high attention to detail, accuracy, thoroughness, and thoughtfulness.
- Commitment to meeting identified quality and efficiency standards.
- Commit to satisfying internal and external customers.
Skills/Competencies
- Strong organizational skills with elevated level of attention to detail
- Demonstrated persistency and ability to deliver results under pressure
- Excellent interpersonal, verbal communication and proofreading skills
- Proficient in Microsoft Office, etc.
- Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines
- Ability to work independently with minimal supervision