Hello
Position : Service Delivery / BAU Delivery Coordinator Investment Operations
Location : SFO, CA or Boston, MA
Employment Type: Full Time
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 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
Triage & issue resolution
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.
Incident management
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.
Stakeholder & team coordination
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.
Backlog & process governance
Enforce accurate JIRA ticket creation with mandatory fields and maintain compliance with workflow standards on a daily basis.
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.
Knowledge management
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.
Domain & technical expertise
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.
Thanks and regards
Sonali Silswal
Email: Sonali.silswal
Contact :
Address: 2591 Dallas Pkwy, Ste 300, Frisco, TX 75034
Website:
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