Senior Investment Operations Associate

Sompo International•Purchase, NY

1d•$80,000 - $120,000•Onsite

About The Position

Sompo is hiring a Senior Investment Operations Associate for its Investments & Treasury team. Based in the Purchase, New York office, this position supports investment and treasury activities across middle-office and operational functions, with particular emphasis on trade support, cash and liquidity movements, reconciliations, account administration, and operational controls. The associate supports investment activity across U.S., U.K., European, and other global markets, working with internal stakeholders and external counterparties to ensure accurate, timely, and controlled processes. The role also supports reporting and audit activity, operational procedures and controls, process improvement, and strategic initiatives involving investment operations, treasury, systems, and enhancements. It provides day-to-day guidance and informal mentorship to less experienced team members as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, or a related business discipline.
Significant relevant experience in investment operations, treasury operations, or a related middle-office function; senior-level experience typically includes 7 or more years in a similar environment.
Strong working knowledge of investment operations, including trade confirmation and settlement, reconciliations, cash management, account administration, and collateral or margin activity.
Advanced Excel skills, including Pivot Tables, arrays, and lookup functions such as VLOOKUP and XLOOKUP.
Strong analytical and problem-solving skills, accuracy, and attention to detail.
Ability to manage competing priorities and work effectively under pressure in a deadline-driven environment.
Strong interpersonal, written, and verbal communication skills.
Collaborative, team-oriented approach and confidence engaging across functions and with external market participants.
Strong control mindset, including operational risk awareness, issue escalation, and process discipline.

Nice To Haves

Experience supporting fixed-income products across multiple markets and currencies.
Familiarity with operational requirements in U.K. and international market environments.
Prior experience with ALERT, CTM, DTCC, Clearwater, Bloomberg AIM, and Kyriba.
Experience in insurance asset management, treasury, or a broader institutional investment environment.
Exposure to global custodians, external investment managers, and multi-currency portfolios.
Demonstrated ability to improve processes and contribute to a well-controlled, scalable operating model.

Responsibilities

Support and oversee investment portfolio onboarding, bank account openings, and ongoing account administration and maintenance.
Oversee daily and intraday cash movements for operating needs, investment funding, and liquidity management.
Coordinate securities transfers and margin-related activity, including timely processing of margin calls.
Participate in the issuance, maintenance, and reconciliation of letters of credit.
Oversee capital calls, including recording, tracking, and funding.
Provide post-execution support for fixed-income trades from confirmation through settlement across U.S., U.K., European, and other global markets.
Perform and review cash and position reconciliations across investment portfolios, investigate exceptions, and resolve them promptly.
Work with traders, counterparties, custodians, banks, and other stakeholders to resolve operational inquiries and settlement issues.
Maintain standard settlement instructions and support counterparty information setup and maintenance.
Support month-end, quarter-end, and year-end reporting, including audit requests, control documentation, and operational reporting.
Review and enhance operational procedures, controls, and governance frameworks.
Identify process improvement, standardization, and automation opportunities to improve efficiency, scalability, and risk management.
Provide day-to-day guidance and informal mentorship to less experienced team members, as appropriate.
Participate in ad hoc projects and strategic initiatives related to investment operations, treasury activities, systems implementation, and process enhancements.

Benefits

Two medical plans, including a Traditional PPO and a Consumer Driven Health Plan with a Health Savings Account and employer contribution.
Pharmacy benefits with mail-order options.
Dental benefits, including orthodontia coverage for adults and children.
Vision benefits.
Health Care and Dependent Care Flexible Spending Accounts.
Company-paid life and AD&D benefits, with optional supplemental life coverage for employees, spouses, and children.
Company-paid disability benefits with salary continuation payments.
401(k) Retirement Savings Plan with employer contributions.
Paid-time-off programs, including company-paid holidays.
Parental leave benefits.
Adoption assistance program.
Employee Assistance Program.
Tax-Free Commuter Benefit.
Tuition reimbursement and professional qualification benefits.
Base salary and incentive compensation for regular, full-time employees; incentive awards are tied to company and individual performance.