Investment Operations Associate

4 weeks ago

Tysons Corner, United States Main Line Search Full time

A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment.


Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization.


Key Responsibilities:

  • Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies.
  • Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues.
  • Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements.
  • Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests.
  • Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions.
  • System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues.
  • Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy.


Qualifications:

  • Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
  • Experience: Minimum of 1-3 years of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment.
  • Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus.
  • Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness.
  • Communication: Excellent verbal and written communication skills. Ability to interact effectively with clients, colleagues, and vendors.
  • Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services.
  • Organizational Skills: Strong organizational and time management skills with the ability to prioritize tasks and manage multiple responsibilities.

  • Investment Management Associate

    1 week ago

    Tysons Corner, Virginia, United States Main Line Search Full time

    A prominent Registered Investment Advisor (RIA) firm, dedicated to providing outstanding investment management and financial advisory services, is seeking to enhance their team with an Investment Operations Specialist. This organization is recognized for its integrity, expertise, and commitment to client-focused solutions, and they take pride in cultivating...

  • Government Contracts Litigation Associate

    2 months ago

    Tysons Corner, United States Lateral Link Full time

    Lateral Link is assisting a top Am Law 100 law firm in its search for a highly motivated, mid-level government contracts litigation associate with bid protest experience for its Tysons Corner, Virginia office.This is a unique opportunity to work with a firm that has a robust construction practice and an organic growth model, which invests in identifying,...

  • Event Operations Manager

    3 days ago

    Tysons Corner, Virginia, United States National Automobile Dealers Association Full time

    Job SummaryWe are seeking an experienced Event Operations Manager to join our team at the National Automobile Dealers Association. As a key member of our events team, you will be responsible for planning, organizing, and executing logistics for major events, including conventions, trade shows, and meetings.Key ResponsibilitiesEvent Planning and Execution:...

  • Assurance Senior Associate Construction Group

    1 month ago

    Tysons Corner, Virginia, United States CohnReznick Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our...

  • Assurance Experienced Associate

    3 months ago

    Tysons Corner, United States CohnReznick Full time

    Job description As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!  We currently have an exciting career opportunity for an Experienced Assurance...

  • Cybersecurity Operations Engineer

    1 week ago

    Tysons Corner, Virginia, United States LMI Full time

    Position OverviewLMI is in search of a proficient Cybersecurity Operations Engineer to enhance our support for the Army sector.At LMI, we are redefining the journey from insight to outcome at The New Speed of PossibleTM. With over 60 years of federal expertise paired with our innovative ecosystem, we aim to reduce time to value and expedite mission success....

  • Assurance Experienced Associate Life Sciences Group

    1 month ago

    Tysons Corner, Virginia, United States CohnReznick Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do We currently have an exciting career opportunity for an Experienced Assurance Associate to join the team in...

  • Cybersecurity Operations Engineer

    1 week ago

    Tysons Corner, Virginia, United States LMI Full time

    Position OverviewLMI is in search of a proficient DevSecOps Engineer to enhance support for LMI's Army initiatives.At LMI, we are redefining the journey from insight to outcome at The New Speed of PossibleTM. With over 60 years of federal expertise combined with our innovative ecosystem, we reduce time to value and accelerate mission success. We empower...

  • Cybersecurity Operations Engineer

    3 days ago

    Tysons Corner, Virginia, United States LMI Full time

    Position OverviewLMI is in search of a proficient DevSecOps Engineer to bolster our support for the Army account.At LMI, we are redefining the journey from insight to outcome at The New Speed of PossibleTM. With over 60 years of federal expertise combined with our innovative ecosystem, we aim to reduce time to value and enhance mission success. We empower...

  • Event Operations Manager for Conventions

    2 days ago

    Tysons Corner, Virginia, United States National Automobile Dealers Association Full time

    Position Overview:Are you a seasoned and creative event coordinator with a knack for turning ambitious concepts into exceptional gatherings? Do you thrive in a dynamic environment while managing intricate details? If orchestrating large-scale conventions and crafting unforgettable experiences excites you, this role is tailored for you.As the Event Operations...

  • Associate Solar Energy Program Manager

    1 month ago

    Tysons Corner, United States Baker Tilly Full time

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Associate Account Manager

    3 months ago

    Tysons Corner, United States Piper Companies Full time

    Summary: The Associate Account Manager will work through a sales training program built for professionals interested in a Staffing sales career. The mission of the program is to enable sales professionals to recognize their full potential in the Staffing Industry and gain experience with the required skills, best practices, and tools to accelerate their...

  • Legal Assistant

    1 week ago

    Tysons Corner, Virginia, United States LAW FIRM Full time

    Job OverviewPOSITION TITLE: Legal Assistant, Community AssociationsFLSA STATUS: Non-ExemptSUMMARY: This role involves a range of paralegal responsibilities for attorneys, adhering to established protocols and practices. The position requires maintaining effective communication with clients, attorneys, supervisors, and staff while ensuring the confidentiality...

  • Executive Vice President

    2 weeks ago

    Tysons Corner, United States National Automobile Dealers Association (NADA) Full time

    NADA is seeking an Executive Vice President & Chief Financial Officer (EVP/CFO) to join our team. As EVP/CFO, you will drive NADA’s and its related entities financial strategy and ensure our fiscal responsibility. Our EVP/CFO has significant impact on the strategic direction and effective operation of NADA and affiliated entities as role is responsible for...

  • Junior Financial Analyst

    4 weeks ago

    Tysons Corner, United States PivotalEdge Capital, LLC Full time

    Job DescriptionJob DescriptionRole Overview:We are seeking a highly curious and analytical Financial Analyst with 2-3 years of experience. This role is crucial to our mission of leveraging data to drive investment decisions. The ideal candidate will have a strong background in corporate financial and operational analysis, coupled with a relentless curiosity...

  • Junior Financial Analyst

    4 weeks ago

    Tysons Corner, United States PivotalEdge Capital, LLC Full time

    Job DescriptionJob DescriptionRole Overview:We are seeking a highly curious and analytical Financial Analyst with 2-3 years of experience. This role is crucial to our mission of leveraging data to drive investment decisions. The ideal candidate will have a strong background in corporate financial and operational analysis, coupled with a relentless curiosity...

  • Government Contracts Litigation Associate

    2 months ago

    Tysons, United States Lateral Link Full time

    Lateral Link is assisting a top Am Law 100 law firm in its search for a highly motivated, mid-level government contracts litigation associate with bid protest experience for its Tysons Corner, Virginia office.This is a unique opportunity to work with a firm that has a robust construction practice and an organic growth model, which invests in identifying,...

  • Lead Security Software Engineer

    1 week ago

    Tysons Corner, Virginia, United States Take2 Consulting, LLC Full time

    Take2 Consulting, LLC excels in merging technological advancements with human-centric solutions. As a reliable partner for both Federal and commercial sectors, we deliver tailored solutions that address the distinct challenges faced by our clients. Our commitment to quality is reflected in our investment in technology and personnel, as well as our innovative...

  • Senior Credit Analyst

    1 month ago

    Tysons Corner, United States Cordia Resources by Cherry Bekaert Full time

    Title: Client Advisor (Credit Analyst)Salary: 150K – 180K plus bonusEnvironment: Hybrid - Tyson’s Corner, VAOverview:Our client is seeking a talented and motivated individual to join the team as a full-time Client Advisor. A Client Advisor is charged with forging strong partnerships with clients that are built on trust. They continuously identify,...

  • Director, Franchising

    1 month ago

    Tysons Corner, Virginia, United States National Automobile Dealers Association (NADA) Full time

    Are you a seasoned legal professional with a passion for policy advocacy involving state laws and regulations? The National Automobile Dealers Association (NADA), the national association of franchised new car and truck dealers, is seeking a Director, Franchising & State Law to advocate for its car and truck dealer members. This position is full-time and...