Overview 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. #J-18808-Ljbffr Recruiting Resources, Inc.
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