Associate, Investment Operations

Our client in the financial services industry is looking for a Associate, Investment Operations to join their team in the Los Angeles County


Job Description:

  • Process daily loan servicing events
  • Research and resolve loan servicing cash breaks
  • Manage audit requests
  • Prepare KPIs
  • Help resolve discrepancies
  • Manage the loan subscription process
  • Review and reconcile loan fee bookings
  • Maintain quality controls
  • Continuously evaluate and improve internal controls
  • Review and suggest improvements to processes, policies and procedures



  • Proficient with the Microsoft Office Suite, including strong Excel skills, Geneva and VPM experience preferred
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Detail and deadline-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance related field and a minimum of 3 years’ relevant experience

Ref #24573

Alex RealAssociate, Investment Operations