Financial Operations Coordinator

1 week ago

Austin, Texas, United States Americana Partners Full time
About the Role

Americana Partners, a leading independent wealth advisory firm, is seeking a highly skilled Investment Operations Analyst to join our team. As a key member of our operations team, you will play a critical role in supporting the Executive Director of Portfolio and Platform Management in various projects and providing data-management support.

Key Responsibilities
  • Assist and support the Executive Director of Portfolio and Platform Management on projects as they arise and provide data-management support.
  • Provide trade platform assistance in monitoring trade restrictions, supporting model portfolios, and communicating high cash accounts/security deposits to the Director of Trading and cross train with the Director of Trading to perform some trade-related duties as needed.
  • Distribute reporting as needed for maintaining the American platform and become knowledgeable in all aspects of trading, billing, and performance reporting.
  • Participate in weekly calls with Mirador to support the performance reporting system Addepar and become knowledgeable in processes and procedures to be a point of contact to field questions from firm employees.
  • Maintain due diligence files for all approved funds, which involves regularly setting up call schedules with fund managers, saving quarterly reporting to internal systems, and maintaining audit files for all approved managers.
  • Assist in content development (Monthly Market Commentary, Ad Hoc Reports, Communications, Asset Allocation Guidelines, Memos, and Approved Investment Lists) and coordinate with internal departments for compliance approval and distribution.
  • Assist Private Wealth Advisors in generating client proposals as needed in Morningstar Direct and/or Excel using client statements and information provided by clients.
  • Provide assistance with Alternative Investments using various software solutions and tracking cash flow and valuations for all Americana and client-directed alternative investments. Provide support in the subscription process with the various Private Wealth Advisors, custodians, and third parties. Help maintain critical information on supported funds, including closing dates, minimums, and expenses.
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating.
  • Actively engage in available training and education programs to maintain current status on policies, procedures, and risk awareness.
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.
  • Detail-oriented with superior organizational skills and ability to prioritize tasks.
  • Exceptional writing, interpersonal, and service skills.
  • Strong computer skills and knowledge of Microsoft Office suite.
  • Reliable and accountable team player with the ability to collaborate with others.
  • Strong understanding of the need for confidentiality.
  • Ability to work in a fast-paced, tech-reliant, and evolving environment.

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