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Investment Operations Specialist

2 months ago

Norman, Oklahoma, United States Exencial Wealth Full time

Company Overview: Exencial Wealth Advisors is a leading Registered Investment Advisor and a high-growth company in the Wealth Management space. We offer a full suite of financial services to clients, including portfolio management and financial, estate, and tax planning. Our team is dedicated to providing exceptional service and expertise to our clients.

Job Summary: We are seeking a highly motivated and detail-oriented Investment Team Operations Associate to join our team. As a key member of our Investment Team, you will be responsible for providing operational support and assistance to our investment professionals.

Key Responsibilities:

  • Assist the Investment Team in addressing reporting questions, data gathering, investment analysis, and other tasks.
  • Use software to input data and generate analysis of portfolios and investments for new and existing clients.
  • Act as an intermediary between the investment team and other departments, including compliance, marketing, and advisors.
  • Perform investment team operational functions, such as:
    • Security classification
    • 401(k)/pension/client reporting
    • Creating, updating, and maintaining investment team calculators & Excel tools
    • Executing share class exchanges
    • Performance reporting & data gathering on internal investment strategies
    • Compliance/investment reviews for retirement account rollovers
    • Assisting in internal studies/research on investment and economic topics

Requirements:

  • Experience working in Excel spreadsheets is required.
  • Ability to communicate well and complete recurring monthly and quarterly projects.
  • Ability to work out of one of our office locations (Oklahoma City, Dallas, San Antonio, Charlotte, or Old Lyme CT) is preferred.
  • Bachelor's degree in a related field is preferred.
  • Familiarity with software such as Salesforce, Tamarac, and Morningstar is a plus.
  • An understanding of investment planning and/or study in relevant fields is preferred.