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Capital Markets Operations Associate
4 months ago
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.
What You’ll Do
The Capital Markets Operations Associate is an important member of the Capital Markets team, supporting trade processes, data management, and portfolio management tools. We ask that you have knowledge of the investment industry, and the ability to work in a team environment. We are looking for someone who will assist with all operational needs of the Capital Markets team, from trade allocations to other various operations duties as required.
- Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements - Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter
- Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)
- Partner with cross-discipline team members to support collaboration and promote a positive client experience
- Provide operational support for the Capital Markets team
- Post-trade processing and allocation
- Manage the daily monitoring and resolutions of trade settlements and trade breaks
- Build relationships within custodians and counterparties to support reconciliation
- Investment and Operational Projects
- Respond to queries and issues raised by advisors
- Trade error processing and reconciliation
- Assist in research distributions
What You’ll Bring
- Bachelor's Degree from an accredited college or university
- Provide prompt, high-quality trade support
- Thrive in a fast-paced work environment
- Previous experience preferred
- A friendly professional demeanor and ability to excel in a team-oriented environment
- Strong proficiency with Microsoft Office suite especially Excel (can maintain complex spreadsheets)
What We Offer
- Coverage on the first day of employment for Medical, Dental, and Vision insurance
- Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Flexible PTO Plan
- Hybrid Model Work Schedule (50% in office)
- 401k Matching Plan
- HSA Employer Contributions
- Student Loan Assistance
- Pet Insurance
- We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
- We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals
**AN EQUAL OPPORTUNITY EMPLOYER**: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.