Middle Office, Senior Associate
Core
Senior Associate supporting day-to-day operations, data control, and client implementation for asset management portfolios on the Alpha Investment Platform.
Role type
Senior Associate, Middle Office Operations
Builds
Operational support for existing and new clients on the Alpha Front-to-Back Investment Platform
Domain
Asset Management / Financial Services Operations
Required skills
SQL, data analysis, issue resolution, portfolio setup/maintenance, cash flow monitoring, report analysis
Preferred skills
Knowledge of CRIMS/CRD systems, Visual Basic, Master's degree
Technologies
CRIMS, IBOR, Charles River Investment Management System, SQL, Excel, Word, PowerPoint
Responsibilities
Act as primary support for clients using CRIMS; ensure position and transaction data alignment across systems; manage liquidity and cash flow monitoring; support portfolio setup, maintenance, and closure; perform analysis of client reports; interact with Middle Office teams (Accounting, Trading, Performance)
Seniority
Senior, hands-on IC
