Operations Associate

2 weeks ago

Dallas, United States Parallel Advisors Full time
Job DescriptionJob Description

Job Description:

The Operations Associate - Core Service will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via a variety of performance and project management responsibilities within our firm. As a member of Operations - Core Service, the Associate will work closely with our financial advisors, vendors, and custodian support teams as well as provide project assistance to our Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer.

This position is based in our Dallas, TX office. Parallel is currently operating in a three-day,
in-office hybrid work structure.

Responsibilities:

Systems Administration

  • Create client portfolios via the firm’s performance reporting software (Black Diamond).

  • Execute performance reconciliations of Fidelity, Schwab, and custodial data.

  • Serve as an internal resource to all firm Advisors/cross functionals and be a subject matter expert on Black Diamond primarily to introduce new system functionality and increase user adoption.

  • Participate in firmwide projects to bring efficiency and improved workflows within the team.

  • Document current workflows and maintain internal documentation on evolving processes.

Reporting

  • Create, reconcile, and input alternative investments transactions and valuations by reviewing investor statements and reconciling capital account activity.

  • Produce quarterly performance reports and upload to the client portal.

  • Collaborate with leadership and cross-functional partners to provide business intelligence metrics.

  • Work with compliance to generate firmwide reporting for regulatory needs.

  • Create ad-hoc reports per advisor requests.

Billing

  • Generate recurring quarter end reports to review account data and review Black Diamond setup for data integrity to prepare for firmwide billing.

  • Work with the Finance team to help process the firm’s quarterly billing.

Qualifications:

  • Very strong attention to detail and problem solver.

  • Savvy with technology, especially as it pertains to data entry and systems maintenance.

  • Deadline oriented and highly organized.

  • Ability to work effectively and independently in a fast-paced environment.

  • Financial software experience a plus (ex.: BlackDiamond, Orion, Tamarac, Addepar, or something similar)

  • Microsoft Excel experience required. Familiarity with functions such as VLOOKUP, INDEX, preferred.

  • Tableau or Data Visualization experience a plus.

  • CRM experience (Salesforce preferred).

Salary and Benefits:

Parallel offers a competitive compensation package including:

  • Salary based upon experience.

  • Opportunity for a discretionary, semi-annual incentive award.

  • Benefits including health care, dental, vision, and 401k plans.

  • Opportunity for support of professional accreditation and continuing education requirements and other professional development.

Company: Parallel Advisors, LLC

  • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco CA and have offices in Hawaii, Ohio, Oklahoma, Colorado, Arizona and Texas.

  • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals.

  • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.

  • We offer our clients an open array of investment solutions, fee-only, and independent of any proprietary platforms.

  • At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.

  • Parallel Advisors, LLC is an Equal Opportunity Employer.

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