Investment Operations Analyst

Diversified, LLC, a leading Financial Planning and Registered Investment Advisory (RIA) firm based Wilmington, DE, with additional offices around the country, is seeking a Financial Services professional for part of the firm’s Investment Team.

The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Investment Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow-through.

The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment. This position is based out of the Wayne, Pennsylvania office.

Responsibilities will include:

· Working with the financial planning teams to provide investment insight and materials in preparation of both prospective and existing client meetings.

· Attending, participating in, and keeping diligent notes of the weekly Investment Committee meeting.

· Becoming an expert on the internal portfolio management system, which handles performance reporting, fee billing, and compliance reporting.

· Running and leading periodic compliance projects and reports in investment-related areas.

· Answering and executing investment-related operational requests from the financial planning teams.

· Learning the internal investment technologies and assisting in research projects.

· An interest in investment management and the ability to learn Diversified’s philosophy and process.

· A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.

Position Requirements:

· Experience in the wealth management or asset management industry. Some examples are a RIA, Broker Dealer, Bank, Fund Company, Insurance Company

· World-class organizational and communication skills

· World-class time management and operational efficiency skills

· Bachelor’s Degree

Job Type: Full Time

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Profit sharing

Schedule:

• Monday to Friday

Work setting:

• Hybrid work

Work Location: Hybrid remote in Wayne, PA 19087