Job Description
Company Overview With approximately $185 billion in assets under management, this global private investment firm is recognized as a leader in the industry. Over the past four decades, the firm has built a reputation for delivering meaningful impact to investors, portfolio companies, and communities around the world. Its diversified platform spans Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets.
Position Overview This role supports day-to-day operations across a wide range of investment strategies and asset classes. The successful candidate will work closely with trading, investor relations, finance, and fund management teams to ensure accurate and timely investment data and portfolio processing. This is a dynamic opportunity to gain exposure to the operational engine of a leading investment platform.
Key Responsibilities - Provide high-quality operational support to teams across the organization, including trading, investor relations, finance, and fund management.
- Ensure that the trading team has timely and accurate investment holdings data for external asset transactions.
- Monitor and process daily portfolio activity, including corporate bond trades, CLO events, asset-backed and mortgage-backed security transactions, and equity activity.
- Collaborate with teammates to deliver consistent and reliable firm-wide operational support.
- Build and maintain strong working relationships with both internal stakeholders and external partners.
- Gain hands-on experience with how a globally recognized investment firm executes its operations.
Desired Background / Education - 1-2 years of experience in fixed income operations preferred.
- Familiarity with asset classes such as corporate bonds, ABS, MBS, CLOs, or preferred equity is a plus.
- Experience with portfolio accounting systems (e.g., Advent Geneva) preferred.
- Proficiency in Bloomberg and Excel is strongly preferred.
- Exposure to syndicated and/or private credit bank loans is advantageous.
- Minimum GPA of 3.3 or higher.
General Qualifications - Eagerness to build expertise in the fixed income trading environment and a commitment to professional growth.
- Initiative to identify and improve inefficient operational processes.
- Ability to manage multiple responsibilities and meet deadlines in a fast-paced environment.
- Strong attention to detail and a creative, solutions-oriented mindset.
- Excellent interpersonal and communication skills for working with both internal teams and external partners.
- Team player with a sense of ownership, accountability, and follow-through.
- Ability to interpret and analyze complex legal and financial documentation.
IF INTERESTED REACH OUT TO
NATALIE.SRECKOVIC@OLIVERJAMES.COM Apply Now
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