Description

Roles / Responsibilities

      We’re looking for an Investment Operations Associate who will support the portfolio management, trading, research, and back-office support functions of the firm.

      Support the Investment Committee through analysis, research, and internal management reporting.

      Manage the firm’s trading process, including ownership of the portfolio management software and custodial platforms. This includes daily monitoring of client portfolios and rebalancing as needed whenever underlying allocations are out of tolerance.

      Assist with due diligence efforts for both Public and Private investments.

      Support the Operations team with general business administration, including bookkeeping and treasury management, billing, compliance, and client service tasks.

      Passion for lifelong learning, curiosity, and continuous improvement.

Requirements

What We’re Looking For

      Bachelor's degree in Finance, Economics, or a related field is preferred; a Master’s degree is a plus

      Advanced designations or willingness to pursue; current CFA© charterholder a plus

      Minimum 3 years of experience in portfolio management, investment operations, or back-office support for a private wealth management firm is preferred

      Proficient in Microsoft Office Suite, with advanced skills in Excel required

      Excellent communication skills (verbal and written)

      Detail-oriented with the ability to prioritize and manage multiple tasks

      Strong analytical skills

      Experience with Black Diamond, Orion, Tamarac, or Addepar preferred

      Experience with Schwab Advisor Center and/or Fidelity Wealthscape preferred

      Exposure to wealth management-specific CRMs, including Wealthbox, Salesforce, or comparable CRMs, is a plus

      Self-starter who isn’t afraid to roll up their sleeves and support the team in all assignments