Fundamentals Operations Associate

Responsibilities

• Monitor data alerts and retrieve financial documents, ensuring analysts have accurate, up-to-date information for financial model updates.
• Identify and validate financial documents for company models, ensuring files match the relevant entity, period, and filing type, and that document access complies with internal requirements.
• Investigate and resolve user requests related to model update queries by assessing whether a gap is genuine, explainable, or external and coordinating the appropriate response.
• Support financial analysts with data needs and day-to-day operational tasks.
• Take on ad hoc projects to improve data quality and strengthen operational processes.
• Identify opportunities to streamline workflows and use AI tools to improve the efficiency and consistency of daily operations.
• Maintain and expand coverage across liquid and private credit markets by onboarding issuers, tracking company-level changes, and keeping model statuses and access classifications accurate and current.

Requirements

• Ability to manage and organize large volumes of data accurately and consistently, with strong attention to detail.
• Strong prioritization skills and the ability to remain composed when handling multiple demands.
• Clear, confident written and verbal communication skills for effective collaboration across analyst and operations teams.
• Ability to switch contexts, adjust priorities, and maintain quality as work evolves.
• Experience in data operations or a similar role within financial services.
• Bachelor's degree in a related field, such as Business Administration, preferred.

Compensation and Benefits

• Competitive health benefits.
• Matched 401(k) and pension plans.
• Paid time off.
• Generous parental leave.
• Gym subsidies.
• Educational reimbursement for career development.
• Recognition programs.