Investment Operations Associate

Investment Operations Specialist
Multi-Billion Independent Wealth Management Firm
Ellicott City, MD

Overview
Established and growing Multi-Billion dollar Independent RIA serving high net worth and ultra high net worth clientele seeks a Portfolio Operations Associate to manage portfolio accounting system, including account setup and maintenance, data integrity oversight, and client reporting.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Provide excellent Investment Operations workflow support
• Participate in a dynamic fast-paced team environment
• Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
• Coordinate with Client Service, Trading, Compliance, and Investment teams to implement process, system, and product changes
• Career track within the firm
• Competitive compensation package including benefits and bonuses

Requirements

• Bachelor's Degree in Finance, Economics, or related field
• Track record of professionalism, adaptability, attention to detail, and time management

Job Type: Full-time

Salary: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Accounting: 3 years (Required)

License/Certification:

• CPA or EA (Preferred)

Work Location: In person