Senior Investment Systems & Operations Associate

Posted 10 Days Ago
Be an Early Applicant
Cincinnati, OH, USA
In-Office
Senior level
Insurance
The Role
Develop and maintain automation, integrations, AI applications, reporting dashboards, and user interfaces supporting investment operations. Responsibilities include reconciliations, pricing, cash movement, trade processing, custody account management, financial reporting, and transaction workflows. The role collaborates with investment, finance, technology, and operations teams to translate business requirements into reliable technical solutions while supporting diverse asset classes and regulatory compliance.
Summary Generated by Built In
Job Summary & Responsibilities

As the Senior Investment Systems & Operations Associate, you will play a critical role in developing automation and AI-driven solutions that enhance efficiency, accuracy, and scalability across investment workflows, which supporting investment operations. If you enjoy solving complex business challenges, collaborating across teams, and leveraging technology to drive operational excellence, this is an exciting opportunity to make a meaningful impact.

About Constellation Investments: We are a fast-growing asset management firm with $35 billion in assets under management. We invest in a broad range of sophisticated asset classes including public markets, private credit, asset backed securities, direct lending, mortgages, private equity, and derivatives. But people are our biggest assets and we are foremost invested in the growth and development of our associates.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Senior Investment Systems & Operations Associate:

  • Design, develop, and maintain automation solutions for key investment operations workflows, including reconciliations, pricing updates, tracking cash movement, and custody account management.
  • Create and deploy software solutions, integrations, and AI-powered applications that improve operational efficiency and strengthen business processes.
  • Create automated reporting and dashboards for senior management
  • Create and maintain key user interfaces such as for trade order management and asset transfers
  • Collaborate with investment, technology, finance, and operations teams to translate business and operational requirements into effective technical solutions.
  • Lead and contribute to special projects while building strong partnerships with both internal and external stakeholders.
  • Ensure compliance with company policies and regulatory requirements.
  • Support investment operations, including funding transactions, trade processing, foreign exchange conversions, and cash reconciliations.
  • Oversee a growing portfolio of broad asset types while coordinating with portfolio managers, banks, custodians, and external asset managers.
  • Support financial reporting, treasury operations, and accounting processes by delivering timely and accurate data.

 

What's in it for you

  • Competitive pay: Fair compensation for your hard work.
  • Healthcare coverage: Comprehensive medical, dental, and vision from day one.
  • Life insurance: Company-paid coverage for you and your loved ones.
  • 401(k) plan: Matching contributions to help secure your financial future.
  • Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
  • Work-life balance: Flexible time-off policy to recharge and pursue passions.
  • Dress for your day: Express your style comfortably at work.
  • Inclusion and Culture: A respectful environment that values unique contributions.
  • Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
  • Well-being focus: Programs to support a healthy balance between work and home life.
  • Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Preferred Qualifications

What sets you up for success

Required Qualifications

  • Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related technical field.
  • 3-5 years of experience developing software solutions, automation tools, AI-powered applications, or data-driven business solutions.
  • Proficiency in Python, Java, C#, JavaScript, TypeScript, or similar programming languages.
  • Strong SQL and relational database experience.
  • Experience developing integrations using APIs, databases, and other data exchange technologies.
  • Knowledge of complex investments, including private placements, derivatives, fixed income, mortgage loans, real estate, and equity securities.
  • Experience developing, testing, deploying, and maintaining reliable software solutions.
  • Strong analytical, problem-solving, and communication skills.
  • Ability to manage multiple priorities and thrive in a fast-paced environment.

 

Preferred Qualifications

  • Experience in investments, financial services, insurance, or other transaction-intensive industries.
  • Experience building workflow automation, data pipelines, reconciliation processes, or operational applications.
  • Experience developing AI-powered solutions and using generative AI tools to improve business processes.
  • Familiarity with investment technology platforms such as Bloomberg, Morningstar Direct, investment accounting systems, or similar tools.

Skills Required

  • Bachelor's degree in Computer Science, Software Engineering, Information Systems, or a related technical field
  • 3-5 years of experience developing software solutions, automation tools, AI-powered applications, or data-driven business solutions
  • Proficiency in Python, Java, C#, JavaScript, TypeScript, or similar programming languages
  • Strong SQL and relational database experience
  • Experience developing integrations using APIs, databases, and other data exchange technologies
  • Knowledge of complex investments, including private placements, derivatives, fixed income, mortgage loans, real estate, and equity securities
  • Experience developing, testing, deploying, and maintaining reliable software solutions
  • Strong analytical, problem-solving, and communication skills
  • Ability to manage multiple priorities and thrive in a fast-paced environment
  • Experience in investments, financial services, insurance, or other transaction-intensive industries
  • Experience building workflow automation, data pipelines, reconciliation processes, or operational applications
  • Experience developing AI-powered solutions and using generative AI tools to improve business processes
  • Familiarity with Bloomberg, Morningstar Direct, investment accounting systems, or similar investment technology platforms
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The Company
HQ: Cincinnati, OH
113 Employees
Year Founded: 2015

What We Do

Constellation® is a growing portfolio of medical professional liability insurance and partner companies including MMIC, UMIA, Arkansas Mutual and MMIC RRG. We were formed in response to the ever-changing realities of health care and dedicated to reducing risk and supporting physicians and care teams, thereby improving business results. We help medical professionals attain their dream to help, heal, and serve. Our strategy is based on the fundamental belief that together we are stronger, that by sharing resources and expertise, we can help physicians, health care teams and health care institutions reduce risk, improve care and increase profitability. The best part is, what we do is good for everybody. This is how we arrived at our brand strategy, ”Together for the common good.” By working together, we all become part of something bigger than ourselves."​ Our insurance protects something we can all get behind: Your commitment to provide the very best in care For decades we have been backing the great work of physicians, clinics, hospitals, health systems and senior living communities throughout the country. And, we're mutual—our policyholders are owners, and their influence and expertise help guide the decisions that have made us financially strong for more than three decades. And, our policies come with brainpower—our responsive team is here to answer your questions, help you manage unanticipated situations, and keep you current in the ever-changing health care industry. We offer webinars, assessments and events, plus data analytics and action plans—all designed to help you minimize your risks and improve patient safety practices, using data-informed, customized action plans.

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