Investment Operations Associate - Tectonic Advisors

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