Hybrid Senior Operations Associate en Natixis Investment Managers
Natixis Investment Managers · San Francisco, Estados Unidos De América · Hybrid
- Senior
- Oficina en San Francisco
The Senior Operations Associate is responsible for working with internal and external parties to ensure that client accounts are in good order and tradable on a daily basis. This includes working with back/middle office and various money managers to research and resolve reconciliation, corporate actions, trade, and settlement issues. The ideal candidate will have knowledge of the characteristics of multiple asset classes (equity, corporate bonds, MBS, mutual funds, etc.) and exposure to trade execution and settlement requirements. This is a hybrid position and requires a minimum of two days per week in our San Francisco office.
What you’ll do:
- Collaborate with trading, portfolio management, home office & financial advisors to research and respond to account-related questions, changes, or issues.
- Improve quality controls by recommending operational improvements and opportunities to automate.
- Work with managers to elect and reconcile voluntary corporate actions.
- Ensure manager reports are delivered timely and accurately.
- Perform regular reviews and updates of procedures and controls.
- Coordinate and support client restriction reviews as needed.
- Work with the portfolio management team as needed to support the manager onboarding processes.
- Evaluate and implement controls and procedures required for new program enhancements.
- Represent Operations in strategic business reviews.
- Respond to and support legal/compliance and general audit requests, when required.
- Lead special projects as the need arises.
What you’ll bring:
- Minimum of 5-7 years of experience in a trade operations role, preferably with an investment manager or custodian/broker dealer
- SMA/UMA experience
- Investment performance reporting experience
- College degree, preferably with some quantitative coursework.
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
- Experience with Excel Macro creation/maintenance is a plus.
- Strong organizational skills and attention to detail
- Strong analytical skills
- Ability to work on multiple issues/projects simultaneously.
- Ability to handle deadlines and time-sensitive situations.
- Resourcefulness/problem solving abilities.
- Team player
- Must be willing to work market hours.
- Vestmark system experience preferred.
- Excellent communication skills (written & oral)
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis
#NatixisIMCulture
In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $80,000.00 - $120,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
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Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
