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Investment Operations Associate
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Full-time
- As a member of Cassaday & Company, a top wealth management firm in the country and Virginia’s #1 financial advisor, you will join our team as a member of the Investment Management and Research Department.
- This is an associate-level position that supports the firm’s investment and trading efforts which includes, but is not limited to, rebalancing/trading client accounts, investment manager due diligence, preparing investment recommendations for client portfolios, maintaining and auditing the reporting database (specifically focused on cost basis), assisting with the firm’s Global Investment Performance Standards verification, and more.
- Trade/rebalance client portfolios daily for appropriate risk exposure and cash management needs.
- Series 7, 66 licenses (or obtain within first 90 days of employment).
- CIMA or current candidate of CFA program a strong plus.
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