Investment Operations Coordinator

3 weeks ago


Richmond, California, United States The London Company Full time
Job Overview
At The London Company, we're seeking a highly organized and detail-oriented Investment Operations Coordinator to join our team. As an Operations Support Specialist, you'll be responsible for providing administrative support to the Operations Team, ensuring seamless day-to-day operations. This role requires excellent communication skills, strong analytical abilities, and a willingness to learn and adapt quickly. If you're passionate about delivering exceptional client service and possess a keen eye for detail, we encourage you to apply.

Key Responsibilities
• Provide comprehensive administrative support to the Operations Team
• Daily reconciliation of portfolio transactions and positions using custodian data files
• Facilitate and process new accounts, as well as changes or updates to existing accounts
• Prepare and execute various client reports, including meeting books, client questionnaires, and internal reports
• Communicate directly with clients, consultants, custodians, and other industry professionals, providing high-quality customer service
• Maintain accurate and up-to-date client information and files in CRM and document management systems
• Adhere to Company and Industry Compliance regulations
• Maintain confidentiality of all sensitive and confidential issues

Requirements
• Bachelor's degree preferably in Business, Finance, or Economics and/or 2 years of working experience in a related field
• Highly organized and strong attention to detail
• Curious mindset with a strong zeal to learn and adapt to new challenges
• Excellent verbal and written communication skills
• Strong analytical mindset with the ability to quickly learn new software(s)
• Proficient in Microsoft Office suite, particularly Excel
• Ability to perform technical, specialized, and complex work using independent judgment
• Capability to multitask efficiently, understand detailed work instructions, and manage multiple daily priorities to complete assignments timely and accurately
• Salary: $60,000 - $80,000 per annum, depending on experience

About The London Company
The London Company is an established, nationally recognized investment firm with an ownership culture. We were recently named by The Richmond Times-Dispatch as a three-year Top Workplace in the greater Richmond area. Our largest asset is our people, so we focus on retaining and investing in them for the long-term. Evaluations and strategic planning aim to position employees to maximize their potential.

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