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Investment Operations Associate
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$60,000 - $70,000 a year
Full-time
- Our wealth management client is seeking an Investment Operations Associate.
- The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients.
- In collaboration with our Wealth Management Advisor and other team members, this individual will focus on investment services including: developing and implementing asset allocation strategies, executing trades, analyzing investments, monitoring holdings, and processing asset transfers.
- Investment audit – investment account data input and analysis
- Running performance reports in Envestnet, Morningstar, etc.
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