![TIER4 GROUP](https://media.trabajo.org/img/noimg.jpg)
Investment Operations Associate
4 weeks ago
Join Our Team as an Investment Operations Associate
Location: Phoenix, AZ
Benefits: Hybrid Schedule (3 days in office after 90 days), 4 weeks vacation, 401(k) with match, medical with HSA contribution, etc.
Are you a detail-oriented professional with a passion for finance? We're looking for an experienced Investment Operations Associate to join our dynamic team If you have a minimum of three years of practical experience in a Registered Investment Advisor (RIA) or another wealth management environment, we want to hear from you.
Responsibilities:
- Open new client accounts at custodians and foster relationships with them.
- Establish new client accounts with third-party investment managers and maintain operational communication.
- Facilitate client wire requests, deposits, and journals between custodial accounts, ensuring seamless transactions.
- Process account service requests initiated by advisors and clients, providing efficient and effective service.
- Maintain our internal portfolio accounting system using Tamarac applications, ensuring accuracy and compliance.
- Review and execute mutual fund and equity trades for client accounts with third-party brokerage firms.
- Uphold SEC and FINRA requirements by meticulously maintaining documents and records.
Qualifications:
- Minimum of three years of operational experience at a Registered Investment Advisor (RIA) or similar wealth management environment.
- Strong attention to detail, organizational skills, and thoroughness in all tasks.
- Ability to prioritize effectively and manage deadlines in a fast-paced environment.
- Proficiency in Microsoft Excel for financial analysis and reporting.
- Experience with Salesforce, Tamarac Reporting, Tamarac Trading, and/or Portfolio Center preferred.
- Familiarity with compliance requirements of the Investment Advisers Act of 1940 is a plus.
Ready to take the next step in your career? Apply now to join our team of finance professionals and make a difference in the investment world
-
Investment Real Estate Associate
1 month ago
Phoenix, United States Aurumys Full timeJob DescriptionJob DescriptionAbout usOur goal is to create an agent-centric, development driven environment for our agents and employees. As a result of this investment in our people, our investor customers are able to be the beneficiaries of the elite level service and knowledge that our agents bring to the table.Our work environment includes:Innovative...
-
Investment Real Estate Associate
3 weeks ago
Phoenix, United States Aurumys Full timeJob DescriptionJob DescriptionAbout usOur goal is to create an agent-centric, development driven environment for our agents and employees. As a result of this investment in our people, our investor customers are able to be the beneficiaries of the elite level service and knowledge that our agents bring to the table.Our work environment includes:Innovative...
-
Investment Banking--M&A Associate Sales
2 months ago
Phoenix, United States Dinan & Company, LLC Full timeOUR COMPANYDinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer interests. We are uniquely qualified in generating proprietary deal flow to assist financial and strategic buyers in their merger and acquisition efforts. It is this unique perspective and focused commitment that sets us apart from other...
-
Investment Banking--M&A Associate Sales
2 months ago
Phoenix, United States Dinan & Company, LLC Full timeOUR COMPANYDinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer interests. We are uniquely qualified in generating proprietary deal flow to assist financial and strategic buyers in their merger and acquisition efforts. It is this unique perspective and focused commitment that sets us apart from other...
-
Investment Banking--M&A Associate Sales
3 weeks ago
Phoenix, United States Dinan & Company, LLC Full timeOUR COMPANYDinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer interests. We are uniquely qualified in generating proprietary deal flow to assist financial and strategic buyers in their merger and acquisition efforts. It is this unique perspective and focused commitment that sets us apart from other...
-
Alternative Investment Custody Specialist
2 weeks ago
Phoenix, United States Charles Schwab Full time**Your opportunity**: Want to build your financial services career with a diverse team in a fast-paced environment? Charles Schwab’s Alternative Investment Custody Services may be the place for you! We are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, and Corporate Actions. We provide access to sophisticated...
-
Entry Level Investment Operations Role
4 weeks ago
Phoenix, United States Year Up Full timeYear Up is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up participants also receive an educational stipend. The program combines technical and professional training with access to...
-
Entry Level Investment Operations Role
1 week ago
Phoenix, United States Year Up Full timeYear Up is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up participants also receive an educational stipend.The program combines technical and professional training with access to...
-
Strategic Operations Associate
1 month ago
Phoenix, United States Shields Health Solutions LLC Full timeAt Shields, we pride ourselves on our culture of inclusion and kindness and the difference we make in patients' lives every day. We are tremendously proud to be certified as a 'Great Place to Work' four years in a row. In 2022, we were awarded US Fortune Best Workplaces in Health Care™, Fortune Best Workplaces for Millennials™ & Fortune Best Workplaces...
-
Venture Investments Program Director
1 week ago
Phoenix, United States Banner Health Full time**Primary City/State**: Scottsdale, Arizona **Department Name**: Banner Innovation Group-Corp **Work Shift**: Day **Job Category**: Strategy and Improvement Becker’s Healthcare recently honored Banner as one of 150 top places to work in health care for 2023, we are proud to offer our team members many career and lifestyle choices throughout our network...
-
Strategic Operations Associate
1 month ago
Phoenix, United States Shields Health Solutions LLC Full timeAt Shields, we pride ourselves on our culture of inclusion and kindness and the difference we make in patients' lives every day. We are tremendously proud to be certified as a 'Great Place to Work' four years in a row. In 2022, we were awarded US Fortune Best Workplaces in Health Care™, Fortune Best Workplaces for Millennials™ & Fortune Best Workplaces...
-
System Manager Community Investments
1 month ago
Phoenix, United States Common Spirit Full timeOverview CommonSpirit Health, one of the nation's largest health care provider systems, is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the...
-
System Manager Community Investments
3 weeks ago
Phoenix, United States Common Spirit Full timeOverview CommonSpirit Health, one of the nation's largest health care provider systems, is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the...
-
Director, Investment Management Strategy
2 weeks ago
Phoenix, United States Edelman Financial Engines Full timeAt Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We...
-
System Manager Community Investments
4 weeks ago
Phoenix, United States Common Spirit Full timeOverview CommonSpirit Health, one of the nation's largest health care provider systems, is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the...
-
Investment Sales Analyst
3 weeks ago
Phoenix, United States CBRE Full time**Investment Sales Analyst** **Job ID** - 156320**Posted** - 03-Jun-2024**Service line** - Advisory Segment**Role type** - Full-time**Areas of Interest** Capital Markets **Location(s)** Phoenix - Arizona - United States of America **About the role** This position is responsible for analyzing information to prepare various reports related to the...
-
System Manager Community Investments
1 week ago
Phoenix, Arizona, United States Common Spirit Full timeOverviewCommonSpirit Health, one of the nation's largest health care provider systems, is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the...
-
Retail Internal Associate
1 week ago
Phoenix, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
-
Commercial Insurance Operations Support Associate
2 months ago
Phoenix, United States CSAA Insurance Group Full timeWe're Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for today’s way of doing business. At Mobilitas, we believe in what's possible, we use our inventive skills to create new opportunities - we're not chasing the...
-
Operations Associate
3 weeks ago
Phoenix, United States FreePower Full time**Position Overview**:At FreePower, we are dedicated to revolutionizing the industry with our innovative FreePower for Countertop technology. As we expand our operations, we are seeking a motivated Operations Associate to act as both warehouse staff and office manager. If you are driven, passionate about impactful products, and thrive in a fast-paced...