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Investment Operations Specialist

1 month ago

Walnut Creek, California, United States Burton Enright Welch Full time
Investment Operations Specialist

At Burton Enright Welch, we are seeking a detail-oriented and proactive Investment Operations Specialist to join our dynamic team. As a key member of our operations function, you will play a critical role in ensuring the smooth functioning of our day-to-day operations, maintaining data accuracy, and supporting our Advisory and Client Service team members.

Key Responsibilities:
  • Maintain and ensure the accuracy of data across our portfolio accounting system, CRM, and custodian platforms.
  • Perform daily, weekly, monthly, and quarterly audits and account maintenance, including missing accounts, unreconciled accounts, negative cash balances, and billing groups.
  • Support account setup, delinking, and data feed management, ensuring all accounts are correctly linked and updated within systems.
  • Assist in the preparation and distribution of Quarterly Performance Reports (QPRs) and ensure that all client billing is accurate and timely.
  • Provide operational support to traders, including portfolio and cash management.
  • Serve as the first point of contact for IT-related issues, liaising with our managed services provider to ensure smooth operations.
Qualifications:
  • Bachelor's degree preferred.
  • 2-4 years of experience in financial services, preferably within a Registered Investment Advisor (RIA) firm.
  • Experience with portfolio accounting systems and CRM platforms, particularly Tamarac and Practifi (Salesforce), is a plus.
  • Strong attention to detail and commitment to maintaining data integrity.
  • Ability to prioritize tasks and manage time effectively in a fast-paced environment.
  • Excellent problem-solving skills and a proactive approach to identifying and addressing issues.
  • Strong interpersonal skills, with the ability to collaborate effectively across teams.
  • Proficiency in Microsoft Office Suite, particularly Excel.
Compensation & Benefits:
  • Competitive salary based on experience.
  • Quarterly Incentive Bonus program.
  • Comprehensive benefits package, including medical, dental, vision, life, and disability insurance.
  • Open Paid Time Off policy.
  • 401(k) retirement plan with company-funded contributions.
  • Company-paid parking.