Investment Operations Analyst (New York) Job at The Quest Organization, New York, NY

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  • The Quest Organization
  • New York, NY

Job Description

Operations Associate

Growing investment management firm and multi-family office is seeking an Operations Associate to join its Investment Operations team. This individual will play a critical role in supporting the day-to-day operational functions of the investment process, including documentation management, custodian coordination, data tracking, and compliance-related activities. This is an excellent opportunity for a motivated professional to contribute to a high-performing team in a dynamic and fast-paced environment.

Responsibilities:

  • Manage and organize investment-related documentation, ensuring timely distribution to relevant stakeholders
  • Liaise with custodians, fund administrators, and service providers to ensure seamless operations
  • Track, reconcile, and archive account statements and investment communications
  • Support the onboarding and offboarding of investment managers and strategies
  • Assist with compliance and legal processes related to investment activities (e.g., AML, documentation, tax forms)
  • Maintain calendars and coordinate meetings or calls with investment managers
  • Track updates on investment-related changes (e.g., amendments, elections, notices)
  • Reconcile documentation across digital and physical formats to ensure accuracy and consistency
  • Provide support for tax reporting and year-end investment processes
  • Assist with various operational projects and contribute to process improvements across the team

Qualifications:

  • Bachelors degree in a related field
  • 2+ years of professional experience in financial services, operations, or related field
  • Strong proficiency with Microsoft Office, especially Excel, Word, and Adobe
  • Exceptional organizational skills and attention to detail
  • Strong communication skills, both written and verbal
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented with a proactive and self-starting approach
  • High ethical standards and respect for confidentiality
  • Prior experience in investment management, family office, or wealth management operations
  • Familiarity with private investments, custodial platforms, or compliance documentation is a plus

Job Tags

Part time, Work at office,

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