Investment Operations Associate
7 days ago
We are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio management, financial planning, and tax management. The skills obtained in this role will be applicable to a wide range of future roles in the wealth management industry. Your Responsibilities: Supporting the portfolio management team through managing investment operations Performance calculation and reporting Communicating with advisors/portfolio managers about client cash flows, new accounts, client trades, etc. Analysis of investment strategies Conducting investment research Providing sample investment allocation and proposal materials Adjusting cost basis as necessary Portfolio Rebalancing and Trading Qualifications: 0 – 2 years work experience in finance and investments Bachelors in Finance, Economics or Statistics or related subject required; Progress towards CFA, CFP, or CIPM a plus Ability to do independent research and strong attention to detail Advanced knowledge of Microsoft Excel Experience with Tamarac is a plus Friendly, strong desire to learn and ability to take direction Ability to work in a team environment #J-18808-Ljbffr
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Director of Investment Operations
2 hours ago
San Francisco, California, United States Natixis Investment Managers Full timeThe Director of Investment Operations will ensure the operational success of the Active Index Advisors (AIA), Natixis' Direct Indexing business, along with the multi-discipline and affiliate product lines. This includes pursuing greater efficiency across all aspects of the business, establishing and reliably adhering to high service levels and operational...
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Investment Operations Associate
2 days ago
San Francisco, United States Empirical Wealth Management Full timeJoin to apply for the Investment Operations Associate role at Empirical Wealth Management We are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the...
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Investment Operations Associate
2 weeks ago
San Francisco, United States Empirical Wealth Management Full timeJoin to apply for the Investment Operations Associate role at Empirical Wealth Management We are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the...
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Investment Operations Associate
1 day ago
San Francisco, United States Empirical Financial Services, LLC Full timeWe are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio...
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Investment Operations Associate
2 days ago
San Francisco, California, United States Empirical Wealth Management Full timeWe are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio...
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Director of Investment Operations
3 weeks ago
San Francisco, CA, United States Natixis Investment Managers Full timeThe Director of Investment Operations will ensure the operational success of the Active Index Advisors (AIA), Natixis Direct Indexing business, along with the multi-discipline and affiliate product lines. This includes pursuing greater efficiency across all aspects of the business, establishing and reliably adhering to high service levels and operational...
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Investment Associate
2 days ago
San Francisco, United States Inventure Full timeGet AI-powered advice on this job and more exclusive features. Direct message the job poster from Inventure Recruitment Partner at Inventure, Powered by Generate - Helping Finance and Legal Professionals Advance their Career in the Renewable Energy Space. A leading private equity firm, focusing on bootstrapped, founder-led technology and technology-enabled...
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Investment Associate
2 weeks ago
San Francisco, California, United States Inventure Full timeA leading private equity firm, focusing on bootstrapped, founder-led technology and technology-enabled services businesses, is seeking candidates within the investment team, both Associate and Senior Associate. This role offers a rare opportunity to gain direct investing experience in a lean, entrepreneurial environment, working closely with senior...
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Investment Associate
1 day ago
San Francisco, United States Permanent Capital Partners Full timeOverview Permanent Capital’s mission is to serve a community of extraordinary families to realize outsized returns on their financial assets, life enjoyment and legacy. We are a purpose-built investment office managing capital on behalf of long-term oriented families. With a multi-billion-dollar asset base, we pursue superior, risk-adjusted returns in a...
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Investment Operations Senior Associate
7 days ago
San Francisco, United States Regal Executive Search Full timeInvestment Operations Senior Associate - Middle OfficeSenior Associate, Middle Office OperationsOverviewThe Senior Associate contributes to daily trade operations support of portfolio strategies. Responsibilities include data delivery to custodian banks, communication with traders and brokers for settlement issues, and monitoring unsettled trades. Knowledge...
