Investment Operations Associate New York, NY

ISC’s team of Financial Services Recruiters has been retained by a growing impact focused investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Investment Operations Associate to join their New York office.

The Operations Associate will provide strategic support to the Director of Operations with high visibility to the COO. As the firm continues to grow, the Director of Operations is being elevated to oversee new systems implementations and projects creating efficiencies and scalability as they continue to add new clients and increase assets under management. The Investment Ops Associate will back up the Director in all systems implementations, including moving from Envestnet to Tamarac, as well as process improvements, general technical support on Salesforce and eventually becoming a power user in Tamarac. This is an ideal position for an operations minded individual who enjoys data driven projects and work and is looking for a collaborative, team environment.
 
Investment Operations Associate Requirements – To qualify, you must possess the following:

  • Bachelor’s Degree is required – Finance or Business preferred.
  • 1 plus years’ experience within investment or wealth management operations.
  • Prior experience with Evestnet and/or Tamarac preferred.
  • Prior experience with SalesForce preferred.
  • MS Office, including strong Excel knowledge.
  • Highly organized and thorough with data management.

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    Investment Operations Associate Rewards – If you qualify for this opportunity, the Firm offers the below:

  • Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work.
  • Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
  • Opportunity to work for a leading and renowned impact focused investment firm with a focus on socially responsible and sustainable investments.
  • Competitive compensation.

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    Investment Operations Responsibilities, continually expanding and changing:

  • Assist the Operations Director in new process and systems identification with a focus on continual process improvement to create efficiencies firmwide as well as within investment operations.
  • Internal support on all operations and IT matters, including Salesforce help, setting up colleague’s new laptops, and providing ad hoc Tamarac support as an eventual power user.
  • Data integrity supports and reconciliation of data.
  • Supporting Director of Operations on the systems migration from Envestnet to Tamarac.
  • Assist in client bill pay.
  • Processing and reconciliation of trading and subscription docs, execute against operational queues.
  • Coordination and management of document retention.
  • Management of firm email addresses.
  • Client account maintenance in Salesforce.
  • Partner with Client Servicing as needed on shared office tasks including weekly reports and wires.
  • Special projects on an as needed basis.

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    How to Apply:

    Click Here to Apply Online

    Please contact Jennifer Crook, Executive Recruiter, International Search Consultants. , 800-319-9670.
     
    Referrals – Do you know someone who may be a fit?

    We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Investment Operations Professionals and ideally candidates that are not looking – whose name comes to mind?