Investment Operations Associate

2 weeks ago

Columbus, United States The Joseph Group Capital Management Full time

Role Description

Role:  Investment Operations Associate

Reports to: Chief Investment Officer

Benefits:  Yes

Status:  Full Time

Date:  December 2024


Role Summary

The ideal candidate will combine the trifecta of acquiring systems knowledge, a heart for serving clients and Team Members, and a passion for investments. Further, this candidate is detail-oriented, self-directed, good with deadlines, and has a mind for efficiency and “making things better”. As a member of The Joseph Group’s Investment Team, the Investment Operations Associate (IOA) will implement the firm’s investment strategies across client accounts and platforms. The IOA will become a super user of our trade rebalancing and portfolio management software and will monitor portfolio allocations to make sure portfolios are in line with TJG’s target allocations. Having knowledge of market mechanics and/or previous trading experience with equities, ETFs, and mutual funds is a plus. The IOA will also work closely with our Client Service Excellence Team to make sure tasks are completed and seek to contribute to an excellent client experience. The IOA will serve as a member of The Joseph Group’s Compliance Team and will help with a variety compliance reporting functions as well as assist with the compilation and reporting of business metrics. An ownership mindset towards operational excellence will be key for success in this role.


Duties and Responsibilities Include, but are not limited to:                      

  • Buy and sell securities as needed within client accounts to raise cash, invest deposits, or satisfy needs
  • Collaborate with TJG’s Service Excellence Team to ensure completion of tasks
  • Oversee consistent construction of model portfolios and trading within those models while combining the science of model construction with the art of what may be best for the client
  • Execute block trades across portfolios and platforms as when portfolio changes are determined by the Investment Committee using TJG’s trade rebalancing software
  • Understand mutual fund share classes and systematize the selection of the appropriate share class for the client situation; and quarterly execute Schwab share class exchange for clients who would benefit from institutional share classes
  • Ensure all securities are coded correctly throughout our systems
  • Regularly monitor individual account portfolio allocations and make sure portfolios are within tolerance with the target portfolio
  • Regularly monitor aggregate position allocations and work with Investment Team to determine execution of block rebalancing; document quarterly dispersion analysis
  • Maintain data and produce reports concerning the investment lineup, allocation, and implementation of the firm’s portfolios across platforms
  • Document accounts with non-model holdings and address appropriately with Advisors
  • Serve as a member of the Compliance Team and assist firm’s Chief Compliance Officer with compliance documentation including trade logs, best execution, maintaining the firm’s client list, documenting Team Member quarterly transaction reports and other reporting
  • Work with Service Excellence Team on the execution of quarter-end processes including client billing and reporting
  • Assist the firm’s COO with compilation and reporting of business metrics


Qualifications

This position typically requires the following qualifications:

  • A passion for Investments, Operations and caring for clients
  • Strong Analytical Skills – detail oriented with a high degree of accuracy
  • Excellent communication, listening, and relationship building skills
  • Strong project management skills – organized, and able to multitask and prioritize
  • A Team player in The Joseph Group’s “Best Places to Work” culture
  • Desire/ability to work successfully in a small company environment
  • Proactive, self-motivated personality
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook


Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience
  • Benefits include health insurance, 401(k), disability insurance…
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities


Contact

Send resume and cover letter to:


Alex Durbin

Chief Investment Officer

The Joseph Group Capital Management

605 S. Front Street – Suite 100      

Columbus, OH 43215

Alex.Durbin@josephgroup.com

www.josephgroup.com


The Joseph Group is an Equal Opportunity Employer


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