Senior Operations Analyst (Global Investment Firm)

Company : Michael Page

Job Description - Senior Operations Analyst (Global Investment Firm)

Great opportunity to join a leading global investment firm
Opportunity to drive automation, innovation & scalable operational excellence

About Our Client

Our client is a leading and well known global investment firm focusing on both public and private market investments. They are currently looking for a Senior Operations Analyst to join their APAC Operations team focusing on data, operations, and client lifecycle management, playing a critical part in ensuring the accuracy, integrity, and scalability of the information that underpins their investment and client activities.

Job Description

Portfolio Data & System Management

Oversee investment and transaction data within the Portfolio Management System, including valuations, commitments, capital calls, and distributions
Maintain and reconcile transactional data across custodial accounts and banking partners, resolving exceptions accurately and promptly
Centralize and automate data aggregation from administrators, custodians, and third-party providers

Client Onboarding & Lifecycle Coordination

Manage end-to-end onboarding and lifecycle events across internal teams and external counterparties
Coordinate account opening and setup with custodians and coverage teams, ensuring accuracy and completeness
Support due diligence and compliance processes, maintaining strong data quality and resolving onboarding issues efficiently

Process Improvement & Transformation

Drive initiatives to strengthen data governance, enhance controls, and streamline workflows
Leverage business intelligence and AI-enabled tools to improve operational scalability and efficiency

The Successful Applicant

Bachelor's degree with a strong academic record
2 or more years of experience in data operations, data analytics, client onboarding, or related roles within financial services
Experience spanning both operational and client-facing functions is highly valued
Familiarity with client due diligence requirements (AML/CDD), including institutional and private wealth structures (entities, trusts, financial institutions)
Exposure to regulatory frameworks such as Singapore MAS and/or UK FCA is advantageous
Experience with portfolio management systems (e.g., Addepar) and CRM platforms (e.g., Salesforce) is a plus
Working knowledge of relational databases or data tools (e.g., SQL, Snowflake) is a plus
Interest in applying AI and emerging technologies to enhance workflows and scale operations
Strong analytical and problem-solving skills, with high attention to detail in fast-paced environments
Excellent written and verbal communication skills, with the ability to engage effectively with clients and senior stakeholders

What's on Offer

Work at the intersection of data, technology, and investment operations
Gain exposure to end-to-end client lifecycle management
Be part of a team driving automation, innovation, and scalable operational excellence
Collaborate with regional and global stakeholders in a dynamic environment

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Senior Operations Analyst (Global Investment Firm)

Job Description - Senior Operations Analyst (Global Investment Firm)

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