Investment Operations Professional
1 month ago
Bartlett Wealth Management is a leading wealth management firm with over $8 billion in assets under management. Our team of experts provides customized investment management and financial planning solutions for our clients.
Salary Information
We offer a competitive salary range of $65,000 - $80,000 per year, depending on experience. This role also comes with eligibility for annual firm profitability/individual performance incentive.
Key Responsibilities
As an Investment Operations Associate at Bartlett Wealth Management, you will be responsible for maintaining and supporting various functions and tasks within our portfolio management system. Your duties will include creating and maintaining portfolio analysis views and reports in Addepar, monitoring custodian transactions for accuracy, and preparing and distributing quarterly client statements. You will also assist with the preparation of monthly/quarterly business intelligence reports and quarterly Sarbanes-Oxley reporting.
Requirements
To succeed in this role, you will need excellent problem-solving skills, collaborative spirit, strong mathematical aptitude, and attention to detail. You should be able to work independently as a self-starter who asks questions, raises concerns, and is respectful when disagreeing with others. Additionally, you should have the ability to organize responsibilities, determine priorities, and manage your time in a changing work environment.
Preferred Qualifications
A Bachelor's Degree in Finance, Accounting, Business Administration or other related field is preferred. Relevant work experience in a financial services/wealth management environment, along with experience and knowledge of operations and back-office accounting systems, is also preferred. Proficiency in technology solutions, including Microsoft Office Suite (Excel, Word, and Outlook), and experience with portfolio management software like Addepar are highly desirable.
Benefits
We offer a comprehensive benefits package, including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts, 401(k) plan with match and profit-sharing contribution, generous paid time off, and paid parental and medical leave. We are an equal opportunity employer.
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