Sr. Associate / AVP, Investment Operations

Bayview Asset Management • New York, NY

93d • $130,000 - $160,000

About The Position

Bayview Asset Management is seeking a driven and detail-oriented professional to join its Finance and Operations team. This individual will play a key role in overseeing investment operations and post-closing operational workflows for Bayview’s entire portfolio of whole loans and structured credit products. In this high-impact role, you will focus on driving efficiencies by enhancing and streamlining operational processes. You’ll collaborate with the investment operations and broader finance teams ensuring accuracy of high data quality in order to optimize investment operational processes. Strong communication skills are essential, as the individual will collaborate closely with business leaders, investment managers, transaction managers, lenders, servicers, and trustees. The successful candidate will be responsible for building new workflows, optimizing existing processes, and leading a team to support evolving business needs.

Requirements

• An undergraduate degree in accounting, finance, or related field is required; an advanced degree or relevant certification (e.g., CFA, CPA) is a plus.
• 6-10 years of experience in operations, fund accounting, or finance, preferably in alternative investment / asset management industries.
• Strong tech forward mind-set, proficiency in Excel, Alteryx, Power BI, SQL, Python or other management reporting tools is a strong plus.
• Strong conceptual understanding of financial products and investment vehicles for whole loan investments.
• Experience with residential, consumer and commercial whole loan investment workflows is a strong plus.
• Strong financial acumen and analytical skills.
• Strong attention to detail to ensure the accuracy of transaction level data sets.
• Comfortable working with large data sets; experience analyzing and reconciling deal level data.
• Ability to interpret and apply analysis to complex documents and transactions.
• Strong relationship management skills with the ability to interact effectively with fund managers, servicers, trustees, and senior management.
• Excellent organizational and problem-solving skills, with the ability to manage multiple tasks and oversee recurring processes in a fast-paced environment.
• Strong verbal and written communication skills, with the ability to collaborate across teams and departments, and effectively present to senior management.
• Demonstrated ability to proactively drive process improvements and creatively seek ways to uncover additional efficiencies.

Responsibilities

• Lead and oversee the end-to-end deal operational workflows for Bayview’s entire portfolio of credit investment and whole loans (Residential, Consumer, Commercial), including asset-based financing and securitizations.
• Serve as a key resource in the deal onboarding process to ensure portfolio management systems are correctly set up with connectivity and reconciliation parameters to support deal operational workflows.
• Serve as a champion and key subject matter expert on all post-closing operational workflows, driving key decisions, and providing expertise to all internal teams.
• Lead initiatives and work directly with investment managers and servicing oversight to produce and streamline loan level data and reporting.
• Partner with Technology, Finance and Transaction Management teams to enhance reporting capabilities and optimize data management.
• Build and maintain strong relationships with third party servicers, trustees and lenders.
• Leverage Bayview approved technologies (Alteryx, Power BI, SQL, Python), to design and implement data quality checks across systems to ensure accuracy of key deal data points for downstream reporting.
• Proactively drive process improvements and creatively seek ways to uncover additional efficiencies.
• Develop and build a comprehensive knowledge of the broader Bayview teams, fostering cross-functional collaboration.

Benefits

• Base compensation is expected to be $130-160k, with opportunity for incentive compensation including a performance-based bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree