Reporting to the Investment Operations Manager and Managing Director, the Investment Operations Associate is responsible for supporting the multiple processes of operating and managing investment portfolios.
Requirements
- Bachelor's degree in finance or related field required.
- 4+ years investment experience required, with familiarity of investment concepts, portfolio strategies, asset classes and financial market securities required.
- Must have prior experience working on the operations team of a Registered Investment Advisor.
- Knowledge and experience in the securities industry to support the firm's investment management team and platform.
- Meticulous attention to detail and excellent organizational skills.
- Reliable and accountable; follows through on commitments start-to-finish.
- Possesses critical thinking, analytical and problem-solving skills.
- Has strong time-management skills; able to prioritize tasks.
- Proficient in Microsoft Excel with strong working knowledge of the full Microsoft Office Suite.
- Knowledge of Orion, iRebal or Schwab Advisor Services platform is preferred.
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs