Sr. Associate / AVP, Investment Operations jobs in United States
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Bayview Asset Management, LLC · 1 month ago

Sr. Associate / AVP, Investment Operations

Bayview Asset Management is an investment management firm focused on investments in mortgage and consumer credit. The role involves overseeing investment operations and post-closing operational workflows, enhancing operational processes, and collaborating with various teams to ensure data accuracy and optimize processes.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

AlteryxPower BISQLPythonFinancial products knowledgeAnalytical skillsRelationship managementAttention to detailCommunication skillsOrganizational skillsProblem-solving skills

Required

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
Demonstrate sound judgment and decision-making skills, taking ownership for outcomes and delivering strong results
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
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

Company

Bayview Asset Management, LLC

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Bayview Asset Management, LLC (“Bayview”), initially founded in 1993, is a global alternative investment firm that provides flexible capital solutions while seeking to produce attractive risk-adjusted returns for its clients.

H1B Sponsorship

Bayview Asset Management, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (17)
2023 (30)
2022 (21)
2021 (10)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Anand Devendran
CEO & Founder Consumer Lending Fintech, Managing Director
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Michael Magee, CPA
Chief Financial Officer
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Company data provided by crunchbase