Investment Operations Specialist

Investment Operations Specialist
For a century, Pitcairn has been a leading family office, helping many of America's most successful families protect and grow their wealth, and build legacies that span generations. Because of our integrated thinking, our clients have lived-and thrived-through ever-changing market conditions and generational shifts. They value expert, unbiased advice, and are seeking chemistry and a true partnership with their trusted advisor that is critical to their future success. Our consistent delivery of an exceptional client experience - "The Pitcairn Experience" - is dependent on this.
To satisfy the needs of our growing client base, Pitcairn is hiring an Investment Operations Specialist to join our Operations team.
PRIMARY FUNCTION: The Investment Operations Specialist supports Investment Operations, primarily focused on modeling and execution of trades, holdings analysis and recommended transitions, coordination with external managers, and supporting account compliance in the resolution of accounts that are out of balance and/or drafting new investment policy statements for clients as appropriate.
RESPONSIBILITIES:
Coordinate trades with external custodians via electronic order management system and/or voice orders.
Monitor and execute trades transmitted by relationship managers and family wealth analysts with close attention to detail, cash management, and account compliance.
Maintain models and implement trades across multiple accounts (ranging from a dozen at a time to upward of a hundred) when updates are communicated by managers or the investment team.
Review and approve other traders' trades prior to execution.
Assist in product/investment transitions, including performance and communications of trade analysis.
Collaborate with Relationship Managers to resolve investment-related compliance issues, draft new agreements where appropriate.
Disseminate AUM information to external managers.
Classify securities in reporting system.
Manage multiple priorities either independently or as part of a team to meet deadlines.
Perform other duties as needed for the efficient operation of the department.
EDUCATION/EXPERIENCE:
Bachelor's degree and 3-5 years of experience in back-office and trade operations. Familiarity with Envestnet Tamarac Reporting and/or Rebalancing is a plus.
DESIRABLE ATTRIBUTES:
Successful candidates will possess a broad range of skills including:
Numerical aptitude and strong proficiency in Excel.
Organized, detail/deadline oriented, self-motivated and results oriented.
Analytical with problem solving ability.
Able to perform multiple tasks simultaneously in a fast-paced environment.
Candidate must possess a good work ethic and a sense of responsibility and accountability.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.