Investment Operations Specialist

6 hours ago


Austin, Texas, United States Americana Partners Full time
Investment Operations Analyst

Americana Partners is an independent wealth advisory firm seeking a highly skilled Investment Operations Analyst to join our team.

About the Role:

We are looking for a detail-oriented and organized individual to assist in the day-to-day operations of our investment portfolio. The successful candidate will provide exceptional support to our Executive Director of Portfolio and Platform Management, ensuring seamless execution of projects and data management.

Key Responsibilities:

  • Assist in trade platform monitoring, model portfolio support, and communication with the Director of Trading.
  • Distribute reporting and maintain due diligence files for approved funds.
  • Participate in weekly calls with Mirador to support performance reporting and become knowledgeable in Addepar processes.
  • Assist in content development and coordinate with internal departments for compliance approval and distribution.
  • Provide assistance with Alternative Investments and support Private Wealth Advisors in generating client proposals.

Requirements:

  • Active FINRA Series 65 License preferred or must pass exam within 90 days of employment.
  • Three or more years of RIA industry experience preferred.
  • Strong investment operations experience preferred.
  • Bachelor's degree preferred.

What We Offer:

Americana Partners is committed to providing a dynamic and supportive work environment. We offer opportunities for professional growth and development, as well as a competitive compensation package.



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