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Senior Associate, Business Support / Alternative Investment Operations


New York

Job description

Position: Senior Associate, Business Support / Alternative Investment Operations

Reports to: Vice President, Alternative Investment Operations

About Wafra:

Wafra Inc. (“Wafra”) is a leading global investment firm currently managing approximately $28 billion in assets and commitments across a variety of asset strategies. Behind our investment strategies are talented professionals, principally in New York and other financial centers, who bring expertise and experience to deliver strategic, reward-focused solutions. Wafra seeks to provide long-term investment return solutions that span not just years, but generations.

Position Summary:

Wafra pursues excellence in all areas of its operations and activities; the Wafra Operations Department (“Operations”) is no exception.  The Operations team is currently comprised of thirty-six seasoned CPAs, CFAs and Finance professionals with significant prior experience that includes leading financial institutions and Big Four accounting firms who collectively make up a diverse and dynamic team.  The Operations team provides services to the firm’s investors and investment teams including Fund Accounting and Financial Reporting, Investment Valuation, Investor Services, Middle Office, Trade Processing, Settlement and Reconciliation.

The position will be responsible for providing business support within Operations department. Main responsibilities will include undertaking daily, weekly, and monthly operational activities to support servicing of investments made by private equity funds. This position will also be responsible for other miscellaneous operational tasks.

Duties and Responsibilities:

  • Prepare and deliver performance and other client reporting
  • Coordinate settlement of private investment activity, liaise with custodians and internal business teams to ensure accurate and timely delivery
  • Process trade tickets, monitor settlements and reconciliations for publicly traded investment products
  • Liaise with brokers, custodians, and administrators to ensure proper system set up and accuracy of trade records
  • Provide operational support to facilitate tasks related to credit facility loan requests
  • Assist with various tasks during fund audits and coordinate audit confirmation process with the clients
  • Monitor and coordinate processing of proxies
  • Assist with onboarding of new funds, entities, and counterparties
  • Liaise with internal lines of business and external third-party service providers to complete regular and ad hoc requests
  • Actively contribute to process improvements and implementation of best practice


  • BA/BS degree
  • Minimum of 4-6 years prior public/private trade settlements experience
  • Experience working with investment products (custody fund of funds, equities, fixed income, )
  • Proficiency in Microsoft Office solutions (Excel, Word, PowerPoint)
  • Team player who possesses the ability to work both independently and with others throughout the firm
  • Strong communication skills
  • Analytical thinker and problem solver
  • Positive outlook and demeanor

Please send your resume to [email protected] with the subject line “Senior Associate, Business Support”

This description reflects management’s assignment of essential functions; it does not proscribe or restrict the tasks that may be assigned. Wafra Inc. is an equal opportunity employer.

Wafra and its subsidiaries (the “Company”) require that new hires be fully vaccinated against the COVID-19 virus, except those individuals who qualify for a medical or a religious accommodation under applicable law.  All duties and responsibilities of this role are expected to be conducted on-site at the Company offices. 

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