Role overview
The BAU Delivery Coordinator is a critical role within Investment Operations Technology, responsible for first-line triage, incident management, stakeholder coordination, and continuous improvement of day-to-day delivery of services to the front office and investment operations team. The ideal candidate brings strong domain expertise in investment operations combined with hands-on technical skills to drive effective issue resolution and team performance.
Key responsibilities:
• Provide first-line techno-functional triage for BAU issues, leveraging domain and technology expertise to diagnose problems, determine ownership, and coordinate resolution with functional and technical stakeholders.
• Own end-to-end issue resolution, driving timely closure of open items and enforcing accountability to meet BAU SLA commitments.
• Lead end-to-end incident management during US business hours for critical operations and business support issues, such as cash breaks, security master exceptions, data discrepancies, client reporting discrepancies, and application/system outages.
• Provide clear and timely stakeholder updates, manage escalations, and act as liaison with dependent technology teams to ensure alignment with Investment Ops Tech/Ops Managers.
• Lead daily end-of-day standups to review progress, surface blockers, and set priorities for the following day.
• Collaborate with Development Delivery Coordinators to maintain a pipeline of tasks assignable to the BAU team during downtime.
• Enforce accurate JIRA ticket creation with mandatory fields and maintain compliance with workflow standards daily.
• Continuously review, prioritize, and allocate BAU backlog tasks — including JIRA grooming and ad hoc analysis on enterprise projects — to optimize team throughput and reduce bottlenecks.
• Maintain and deliver performance dashboards, track KPIs, and provide actionable weekly insights to leadership to support informed decision-making.
• Drive continuous process improvement initiatives across BAU delivery operations.
• Create and maintain post-incident knowledge artifacts capturing root causes, resolutions, and preventive actions; publish findings to a centralized KEDB for reuse across BAU teams.
• Deep functional understanding of at least two Investment Operations disciplines: Data Management, Investment Accounting, Performance, Fund Treasury, or Client Reporting.
• Strong Oracle/SQL skills; ability to drive effective issue analysis and resolution through direct data investigation
• Experience with Eagle Platform or similar platforms is a plus.
Qualifications
• 6–8 years of experience on project teams in the capital markets domain, ideally within a buy-side organization.
• Strong understanding of asset management operations workflows, including account structures, product hierarchies, and performance measurement.
• Experience working with data integration tools and technologies (e.g., ETL, APIs)
• Strong analytical and problem-solving skills with the ability to operate effectively under time pressure.
• Excellent interpersonal and written/verbal communication skills; comfortable managing escalations and cross-functional stakeholder relationships.
• Proven ability to work effectively in team-oriented, fast-paced environments.
Never miss an opportunity! Create an alert based on the job you applied for.
