Investment Operations Specialist

Job Summary

A company is looking for a Field Services Enablement Specialist, Back Office.

Key Responsibilities

• Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management
• Partner with Product Management to translate customer needs and field insights into actionable product improvements
• Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting

Required Qualifications

• 5+ years of hands-on experience implementing investment management software
• At least 1 year of implementation experience with emphasis on back-office workflows
• Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products
• Strong expertise in reconciliation, reporting, and portfolio accounting processes
• Ability to refine operational workflows and drive standardization across teams and implementations