Investment Operations Associate

Investment Operations Associate responsible for daily execution of investment operations and portfolio reporting functions in a fast-growing wealth management firm. The role involves supporting trading workflows, portfolio reporting, billing processes, and investment data management.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in investment operations, wealth management, or financial services
• Series 65 license or willingness to obtain within the first 90 days
• Experience working with custodians such as Fidelity or Schwab
• Familiarity with portfolio management platforms such as Orion
• Strong attention to detail and process discipline
• Proficiency in Microsoft 365 and Excel
• Ability to troubleshoot operational issues and work effectively across teams

Benefits

• 401(k) plan with firm contributions
• 11 paid holidays
• 15 PTO days
• Employer-paid Health, Dental, and Vision insurance premiums
• Employer HSA contributions
• Employer-paid Life and Long-Term Disability insurance
• Discretionary bonus based on performance