Social Capital Resources · 4 days ago
Investment Management Operations Specialist (AVP)
New York, NY
Full-time
Hybrid
Mid Level
$100K/yr - $130K/yr
3+ years expSocial Capital Resources is a top-tier fund based in Manhattan, seeking an Investment Management Operations AVP for a full-time position. The role involves servicing the Separately Managed Account (SMA) business by providing support for new accounts, managing daily queues, and ensuring timely reconciliation of account discrepancies.
EmploymentFinancial ServicesFinTechRecruitingStaffing Agency
Responsibilities
Play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class”
Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues
Reviewing daily reconciliation files for firm’s internal accounting system and communicating with back office for processing
Researching account breaks and working with back office to reconcile account discrepancies in a timely manner
Responding to daily inquiries from other internal firm’s departments regarding SMA accounts
Monitoring daily account freeze notifications, proxy meetings, claim reports and escalate issues to the appropriate internal teams as needed
Qualification
Required
Bachelor's Degree
3+ years of relevant experience
Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations)
Company
Social Capital Resources
Headquartered in New York City, Social Capital Resources is a recruiting firm dedicated to facilitating the needs of both clients and candidates within the Financial Services, Finance/Accounting, FinTech and Technology industries.
11-50 employees
H1B Sponsorship
Social Capital Resources 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 (2)
2024 (2)
2023 (3)
2022 (2)
2021 (1)
2020 (5)
Funding
Current Stage
Early StageLeadership Team
M
Matt Solomon
Founder and Managing Partner
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