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Operations Associate

2 months ago

Denver, Colorado, United States IMA | Investment Management Associates Full time
About the Role

IMA | Investment Management Associates is seeking a highly skilled and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the firm's investment management activities, ensuring the smooth operation of our portfolio management system, and providing exceptional customer service to our clients.

Key Responsibilities
  • Quickly achieve proficiency in the firm's portfolio management system and custodian platforms (Schwab and Fidelity).
  • Effectively prioritize and execute required daily tasks, including trading, portfolio reconciliation, rebalancing accounts, responding to client communications, and preparing paperwork.
  • Demonstrate a solution-oriented attitude to address a variety of tasks.
Requirements
  • 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. Previous experience with separately managed accounts is strongly preferable.
  • 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, including but not limited to trading, reporting, and task management.
  • 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.
What We Offer
  • 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.