Director of Financial Planning & Analysis managing financial planning and strategy for a B2B SaaS company. Leading FP&A efforts to refine forecasting, budgeting, and strategic initiatives.
About the role
- Investment Operations Associate II ensuring accurate investment data and efficient operations across multiple asset types. Collaborating closely with Middle Office partners and technology teams to drive continuous operational improvement.
Responsibilities
- Support securities and derivatives data management operations, ensuring accurate and timely investment information.
- Develop, manage, and maintain investment data used for internal reporting, including transactions, positions, performance, analytics, and limit monitoring.
- Conduct deep‑dive data analyses to validate the accuracy, completeness, and timeliness of investment data.
- Enhance quality control processes for reference and analytical investment data, including developing tools for monitoring, diagnostics, and issue resolution.
- Manage trade settlement processes while coordinating with custodians and Middle Office teams.
- Apply knowledge of compliance frameworks, including Know Your Customer (KYC) and Anti‑Money Laundering (AML) standards.
- Produce investment reporting across transactions, positions, performance measurement and attribution, scenario analysis, stress testing, counterparty analysis, and compliance monitoring.
- Support process gap analyses and contribute to continuous improvement efforts, including strengthening operational and risk controls.
- Complete daily reconciliations across multiple platforms and investment products.
- Support the development of the Systems Management Framework by partnering with IT and the Investments Front Office to enhance system functionality.
- Identify and propose technology enhancements related to data management and reporting.
- Assist with development and implementation of new investment management systems, including user training and customization support.
- Lead or support technology‑driven initiatives to improve operational processes and system efficiency.
- Perform system administration tasks to maintain system controls and proper segregation of duties.
- Contribute to special projects and broader corporate initiatives as needed.
Requirements
- Bachelor’s degree in Business, Finance, Mathematics, Accounting, or a related field from an accredited institution
- Experience in investment operations or a related investment environment preferred
- Strong analytical and problem-solving skills with the ability to interpret data and identify trends or issues
- Intermediate to advanced Excel skills, including pivot tables, filtering, and macros
- High accuracy and attention to detail, particularly when working with large data sets
- Ability to meet deadlines and adapt quickly in a fast‑paced environment
- Ability to manage multiple tasks within the Investment Operations environment and maintain organized workflows
- Strategic thinking with the ability to simplify and translate complex concepts
- Service‑oriented approach, with a desire to learn, grow, and contribute to process improvement initiatives
- Working knowledge of investment operations, including securities and derivatives data, reporting, compliance requirements, and reconciliation processes
- Familiarity with KYC, AML, and related regulatory frameworks preferred
- Understanding of investment systems and data flows, with the ability to support system enhancements and troubleshooting
Benefits
- health, dental and vision insurance
- mental health benefits
- employee assistance program
- paid time off
- paid parental leave
- short-term disability
- cultural observance day
- contributions to healthcare accounts
- pension plan
- 401(k) plan with Company matching
- ProHealth Rewards platform for wellbeing
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