Investment Operations Associate

18 hours 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. Series 7 & 63 certifications are a plus.
  • 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.
  • Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services.


View the full list of our open positions here: Main Line Search Job Openings

  • Investment Operations Associate

    1 day 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...

  • Investment Operations Associate

    2 months 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...

  • Investment Operations Associate

    1 month 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...

  • Investment Operations Associate

    2 months 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...

  • Investment Operations Specialist

    4 weeks ago

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

    Investment Operations AssociateMain Line Search is seeking a highly skilled Investment Operations Associate to join their team. As a key member of the investment management team, this individual will be responsible for supporting the operational aspects of investment management processes, ensuring smooth and efficient day-to-day interaction with...

  • Investment Operations Associate

    7 days ago

    Tysons Corner, VA, 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...

  • Financial Planning

    2 months ago

    Tysons Corner, United States Veritas Financial, LLC Full time

    Description: The Financial Planning & Investments Manager is an integral part of the organization. Responsibilities include synchronizing all aspects of the fee-based financial planning process, managing the investment research and oversight of the firm’s investment decisions, developing practice management systems, cultivating a relationship with clients...

  • Financial Planning

    3 weeks ago

    tysons corner, United States Veritas Financial, LLC Full time

    Description: The Financial Planning & Investments Manager is an integral part of the organization. Responsibilities include synchronizing all aspects of the fee-based financial planning process, managing the investment research and oversight of the firm’s investment decisions, developing practice management systems, cultivating a relationship with clients...

  • Financial Planning

    2 months ago

    tysons corner, United States Veritas Financial, LLC Full time

    Description: The Financial Planning & Investments Manager is an integral part of the organization. Responsibilities include synchronizing all aspects of the fee-based financial planning process, managing the investment research and oversight of the firm’s investment decisions, developing practice management systems, cultivating a relationship with clients...

  • Financial Planning

    1 month ago

    Tysons Corner, United States Veritas Financial, LLC Full time

    Description: The Financial Planning & Investments Manager is an integral part of the organization. Responsibilities include synchronizing all aspects of the fee-based financial planning process, managing the investment research and oversight of the firm’s investment decisions, developing practice management systems, cultivating a relationship with clients...

  • Senior Associate, Market Operations Specialist

    3 weeks ago

    Tysons Corner, Virginia, United States Nodal Exchange Full time

    Job OverviewNodal Exchange, a leading derivatives exchange, is seeking a highly motivated Senior Associate to join its Market Operations and Customer Service team. This role will be responsible for owning operational processes, mentoring junior associates, and providing exceptional customer service.Key ResponsibilitiesDevelop and implement process...

  • Financial Advisor Support Analyst

    3 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...

  • Government Contracts Litigation Associate

    5 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,...

  • Government Contracts Litigation Associate

    1 month 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,...

  • Government Contracts Litigation Associate

    3 weeks 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,...

  • Government Contracts Litigation Associate

    1 month 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,...

  • Financial Planning

    3 weeks ago

    Tysons, United States Veritas Financial, LLC Full time

    Description: The Financial Planning & Investments Manager is an integral part of the organization. Responsibilities include synchronizing all aspects of the fee-based financial planning process, managing the investment research and oversight of the firm’s investment decisions, developing practice management systems, cultivating a relationship with clients...

  • Assurance Experienced Associate

    5 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...

  • Seasonal Stock Associate

    1 month ago

    Tysons Corner, United States Under Armour Full time

    Values & InnovationAt Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate.Our Values define and unite us, the beliefs that are the red...

  • Seasonal Sales Associate

    1 month ago

    Tysons Corner, United States Under Armour Full time

    Values & InnovationAt Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate.Our Values define and unite us, the beliefs that are the red...