TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting a $30 Billion AUM Fund Manager in finding a Senior Operations Associate that will be based in their Tampa, FL office. Key points of the role are:

• 3+ Years in Buy-Side Operations/Fund Administration : Experience in investment operations or fund administration, ideally within buy-side asset management or financial services.
• Investment Product Knowledge : Familiarity with 40ACT, SMAs, UMAs; experience with Irish UCITS, UK Investment Trusts, Luxembourg SICAVs, US 40ACT funds, and Cayman hedge funds is a plus but not a must have.
• Technical Proficiency : Strong skills in financial systems (e.g., Bloomberg, FactSet) and advanced Excel (pivot tables, macros).
• Trade Management : Experience managing trade life cycle, resolving mismatches, and handling failing settlements.
• Reconciliation & Reporting : Ability to reconcile cash and stock positions accurately.
• Attention to Detail : High precision and accuracy, particularly with financial data.
• Problem-Solving & Initiative : Proactive in identifying and addressing operational issues.
• Communication Skills : Strong communicator for coordinating tasks and resolving queries internally and externally.
• Education & Qualifications : Bachelor’s degree (or equivalent), professional qualifications (e.g., ACCA, CFA, Series 7) are a bonus but not essential.
• Team Collaboration : Collaborative and proactive, with the ability to work independently when needed.