Operations Associate
7 days ago
IMA is a rapidly growing value investing firm seeking a highly skilled Operations Associate to join our team.
Job SummaryWe are looking for a detail-oriented and organized individual to support our investment operations. The successful candidate will be responsible for maintaining our portfolio management system, establishing new client accounts, and providing exceptional customer service.
Key Responsibilities- Quickly achieve proficiency in our portfolio management system and custodian platforms.
- Effectively prioritize and execute required daily tasks, including trading, portfolio reconciliation, rebalancing accounts, and responding to client communications.
- Demonstrate a solution-oriented attitude to address a variety of tasks.
- Bachelor's degree or equivalent combination of Associate's degree plus commensurate work experience (Business, Finance, or Accounting majors preferred).
- 1 to 3 years of relevant office experience required, with specific industry-related experience preferred.
- Experience working with portfolio management software, databases, portfolio accounting, and/or trading preferred.
- Broad understanding of financial markets and economic fundamentals is helpful.
- Excellent organizational skills.
- Strong attention to detail and deadline-oriented.
- Able to think strategically and consider connections and tradeoffs between processes.
- Solid quantitative skills.
- Excellent oral and written communication skills.
- Ability to effectively use Microsoft Office products, with an emphasis on Excel.
- Must be able to quickly adapt to new systems and learn industry-specific software.
- Must have a desire to learn about and implement new technology as needed.
- Have an ownership mentality, be a self-starter, and able to work independently.
- A fun, intellectually honest culture steeped in the values of value investing in a professional yet casual atmosphere.
- Individual contribution and innovation are encouraged and recognized.
- A pathway to advancement within the firm.
- Competitive compensation package commensurate with experience: base salary plus quarterly profit sharing with potential significant upside as the firm grows.
- Healthcare and retirement benefits.
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