Junior Investment Operations Associate Jobs

Investment and/or wealth management experience is strongly preferred

Trading - Supporting portfolio management team with trade modeling and execution

Liquidity Management – Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion

Collaborating daily with portfolio managers, investment analysts, custodians, advisors, and client service associates

Four-year college degree in finance, economics, accounting, or a related area of study

At least two years of relevant professional experience working in an operationally driven environment is preferred

Exceptional organizational skills, with the ability to manage multiple tasks and priorities efficiently

Ability to utilize problem solving skills to work with customers to find an optimal solution

Excellent communication skills and keen attention to detail to ensure accuracy in all interactions

Salary range is 50,000-55,000 depending on relevant experience

Full health benefits (medical, dental, vision)

Opportunity to be fully remote or hybrid

Interprets and analyzes information and prepares reports for management.

Preparing analyses and information reports for management.

Bachelor’s degree in Accounting, Finance, or related degree or one (1) year of relevant experience.

Manages and builds relationships as both and internal external liaison.

Performs other duties and responsibilities as assigned

Experience with fixed income securities