Associate, Alternative Investments Data Strategy & Operations
Join us in an exciting opportunity to support and help shape the future of hedge fund of funds data operations as part of the Cross Alternatives Platform Operations group.
As an Associate in the Cross Alternatives Platform Operations group, you will support and help shape the future of hedge fund of funds data operations.
The role is anchored in hedge fund of funds data operations and requires the ability to flex across operational execution, continuous improvement, and solution delivery based on business priorities. It is well-suited for someone who is eager to learn, open to coaching, and excited to grow into increased ownership across data operations, analytics, and automation over time - while bringing a strong operations foundation and a track record of strong performance.
Job Responsibilities:
- Perform core hedge fund of funds data operations across the lifecycle, including onboarding support, ongoing maintenance/validation of critical investment and reference data, and timely issue resolution.
- Maintain key fund manager and portfolio/account data and support updates to investment guidelines and client portfolio mandates, following established procedures and protocols.
- Perform recurring pre-trade checks, data validations, and reconciliations, ensuring issues are documented, tracked, and driven to closure with partners (Ops/Tech/Stakeholders).
- Support ongoing accuracy of performance reference data
- Leverage technical and analytical skills (e.g., SQL, Python, Tableau; automation and AI-enabled approaches) to support the design, build, testing, and rollout of solutions that reduce friction and improve how work gets done.
- Leverage intelligent automation and AI-enabled tools (e.g., workflow automation, exception triage, reconciliation accelerators) to help reduce manual effort, improve accuracy, and increase throughput—aligned to team standards, controls, and governance.
Flex across responsibilities as needed, balancing core operational work with project work based on evolving priorities.
Engage in ambiguous problem-solving, applying judgment, escalating appropriately, and driving follow-through as problems become defined.
Required qualifications, capabilities, and skills
- 3 Plus years of hands-on experience in investment operations, data operations, or an operationally adjacent function within the hedge fund or alternative investments industry.
- Demonstrated track record of strong execution and performance in a current/prior role (e.g., reliability in day-to-day deliverables, ownership of issues through resolution, and a continuous improvement mindset).
- Working understanding of end-to-end operational data flows that support the investment lifecycle, including how upstream data decisions impact downstream reporting, controls, and decision-making.
- Execution-oriented problem solving experience, including triage, root cause analysis, developing practical solutions, and following through to implementation in real operating environments.
- Experience working with intelligent automation tools and exposure to AI-enabled capabilities, with an understanding of controls, risks, and appropriate usage in an operational environment.
- Proven ability to operate across multiple stakeholders and priorities, driving work forward in environments with shifting requirements, tight timelines, and competing demands.
- Strong communicator with demonstrated experience engaging and working with a wide range of stakeholders to drive alignment and execution.
- Demonstrated curiosity, growth mindset, and coachability—able to learn new tools, processes, and data concepts quickly and apply them in a controlled operating environment
Preferred qualifications, capabilities, and skills
- Hands-on experience with data analytics, automation, or AI-enabled tools (SQL, Python, Tableau, Alteryx, or automation platforms).
- Familiarity with data governance principles, including data quality, controls, lineage, and documentation.
- Understanding of alternative investment products, structures and related operational data needs across the lifecycle
- Exposure to process improvement, operational enablement, or transformation initiatives.
- Ability to synthesize operational, technical, or data concepts into clear, well-structured written updates and presentations for varied stakeholders.