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Associate, Investment Operations
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Full-time
- Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.
- We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services.
- Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
- Job Description: The Investment Operations Team is a centralized service team dedicated to the creation, management, execution, and completion of broader firm initiatives.
- The Investment Operations Associate will support the team in their objectives in a wide variety of tasks.
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