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Investment Operations Associate

3 months ago

Newtown, United States IPS, LLC Full time
Job DescriptionJob Description

Position

Investment Operations Associate

Job Description

Full-time (in-office) position for an institutional investment consulting firm in Newtown, PA.

Primary Responsibility

The primary responsibility of the Investment Operations Associate is to assist in the preparation of investment reports for an assigned list of clients. The Associate is expected to fulfill the direct responsibilities of the position as outlined below.

Direct Responsibilities

  • To gather data from various sources such as custody banks and investment companies, via direct communication and secure/web-based portals.
  • To file the data accordingly and enter information to our reporting software.
  • To calculate and reconcile investment returns and transaction history.
  • To identify investment return differences and work with a team to problem solve any discrepancies.
  • To generate reports based on the data and information collected. Assist in customizing certain sections based on various factors such as portfolio recommendations and compliance violations.
  • Other project-based work, as assigned.

Skills

The Candidate must be detail-oriented and possess the ability to multi-task. He/She will be expected to demonstrate good communication and organizational skills, and project a professional image through in-person, telephone, and email interactions with coworkers and business partners. The Candidate must possess a strong work ethic and work well in a team environment. Due to the nature of the industry, workflow will vary based on various factors such as client meetings/schedule, production cycle, and market fluctuations.

The Candidate must be experienced in using computer programs including Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe. Any experience using InvestmentMetrics (reporting platform) and OnContact (client relationship database) is valuable.

Employment Benefits
• Major Medical / Hospitalization
• Dental
• Life Insurance (two times salary up to $125,000 maximum)
• Short-Term Disability
• Long-Term Disability

The company pays for all the individual employee coverages listed above.
Dependent coverage may be paid by the employee through payroll deduction.

• Paid Holidays
• Paid Vacation – based on length of service
• 401(k) Plan – eligible after 6 months service

We are an equal opportunity employer. Our policy of no discrimination in the assessment of a person’s qualifications is applied without regard to race, religion, age, sex, handicap, or country of origin.

Company DescriptionInvestment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.Company DescriptionInvestment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.