Investment Operations Consultant
About the Role
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A well-established asset management firm in Pasadena is seeking an Investment Operations Consultant to support its operations team during a period of significant growth, new fund activity, and technology transformation.
This is an approximately one-year consulting engagement with the potential to extend. The consultant will work closely with a lean investment operations team and provide both day-to-day operational support and assistance with project-based initiatives. This is a great opportunity for someone with asset management, investment operations, trade support, or financial services experience who enjoys working in a fast-paced, hands-on environment.
Responsibilities
- Support daily investment operations and production activities
- Assist with trade settlement, reconciliation, and other post-trade processes
- Support operational activities related to funds, ETFs, and investment products
- Work closely with internal teams to research and resolve trade or operational discrepancies
- Assist with implementation and technology-related projects as systems and processes evolve
- Maintain accurate operational data across investment and reporting platforms
- Utilize Bloomberg, FactSet, Excel, and order management systems to support daily workflows
- Help improve processes and provide additional operational coverage during a high-volume period
- Partner with investment, compliance, and other internal teams as needed
Qualifications
- Previous experience in financial services, investment operations, asset management, or a related environment
- Familiarity with trade settlement and investment operations workflows strongly preferred
- Experience supporting mutual funds, ETFs, equities, or similar investment products is a plus
- Strong Excel skills and comfort working with financial and operational data
- Experience with Bloomberg, FactSet, or order management systems is highly desirable
- Candidates coming from financial services consulting, Big 4 advisory/business analyst roles, or similar project-based environments may also be considered
- Strong attention to detail and ability to work effectively in a deadline-driven environment
- Comfortable working as part of a small, highly collaborative operations team
- Professional communication and presentation
Additional Details
This position is fully on-site in Pasadena and follows market-driven business hours, generally around 8:00 AM to 5:00 PM, with some flexibility for an earlier schedule. The office maintains a traditional professional business environment.
Systems: Bloomberg, FactSet, Excel, EZ/order management systems
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