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Job details

Full-time Investment Operations professional sought for award winning wealth management firm in Phoenix! Hybrid Schedule, 4 weeks PTO!

This Jobot Job is hosted by Dan Asher

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $75,000 - $90,000 per year

A Bit About Us

Top-ranked Wealth Management Firm in Phoenix looking to hire a full-time Portfolio Administrator Specialist. Our client has been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.



Why join us?

• Hybrid Schedule - 2 days a week work from home after training period
• Annual performance bonus AND Profit Sharing!
• Just earned "Best Places To Work” For the 11th Consecutive Year!
• Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
• Excellent Work/Life balance and 4 weeks PTO
• 401(k) plan with 100% vested company match
• Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
• Collaborative, fun, flexible work environment
  
  

Job Details

We are seeking a motivated Investment Operations Associate to join our team in Phoenix!

Engaging in investment management, trading, and reporting, the Investment Ops Associate is responsible for supporting the investment process by ensuring the accurate and timely execution of trades, managing client relationships, and maintaining compliance with regulations.

Core Responsibilities

• Trade Submissions and Execution
• Managing trade submissions, confirming and documenting transactions, and ensuring timely and accurate execution.
  
  

Trade Records and Reporting

• Maintaining accurate records of trades and financial data for reporting purposes, including NAV (Net Asset Value) and P&L (Profit and Loss) items.
• Compliance Auditing and verifying trade records to ensure compliance with regulations and company policies.
• Client Relationship Management Communicating with internal and external relationships, including financial advisors and client service professionals.
• Operational Support Assisting with tasks like providing daily cash liquidity reports, funding daily business, and preparing hedging recommendations.
  
  

Key Skills And Qualifications

• Experience with large transactions at a high volume
• Exceptional attention to detail is crucial for ensuring accuracy in financial data and compliance with regulations.
• Communication and Interpersonal Skills Strong written and verbal communication skills are essential for interacting with internal and external stakeholders.
• The ability to analyze financial data and identify potential issues is important for ensuring the integrity of investment operations.
• Understanding of SEC requirements and other relevant regulations is necessary for compliance.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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