Investment Operations Associate
3 weeks 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
4 days 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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Director of Investment Operations
7 days ago
San Francisco, California, United States Natixis Investment Managers Full time $190,000 - $230,000The 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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Director of Investment Operations
2 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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Client Onboarding Associate
2 weeks ago
San Francisco, United States Natixis Investment Managers Full timeDescription Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. This position is responsible for ensuring each account is onboarded and implemented according to its custom instructions. This is a hybrid position located in Boston, MA or San Francisco, CA. and...
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Investment Associate
3 weeks ago
San Francisco, United States Inventure Full timeDivisional Lead at Inventure - 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 services businesses is seeking candidates for investment team positions, both Associate and Senior Associate. This role offers a...
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Investment Operations Senior Associate
4 weeks 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...
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Investing Associate
3 weeks ago
San Francisco, United States Evergreen Full timeJoin to apply for the Investing Associate role at EvergreenEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government...
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San Francisco, United States The Association of Asian American Investment Managers Full timeManulife Investment Management – Associate Director, Institutional SalesThe Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prosect and client channel. This position partners closely with Managing Directors in the field to manage driving capital raising...
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Investment Associate
4 weeks ago
San Francisco, United States VirtualVocations Full timeA company is looking for an Investment Associate to join their sourcing team. Key Responsibilities Source startups that fit investment criteria Develop relationships with startups and collaborate with leadership on investment opportunities Represent the company in the startup ecosystem and promote the brand Required Qualifications Experience in venture...
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Director Investment Operations
7 days ago
San Francisco, United States Horace Mann Full time €48 - €67TheDirector of Investment Operations is a strategic leadership role responsible for managing and enhancing investment operations, reporting, compliance, and policy governance. This position serves as a key liaison across internal departments, external stakeholders, and regulatory bodies. The role oversees all aspects of investment operations, from daily...
