Portfolio Management Associate

1 week ago


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

IMA | Investment Management Associates is seeking a highly skilled Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our investment management business.

Key Responsibilities
  • Develop and maintain a deep understanding of our investment management systems and processes.
  • Provide exceptional support to our portfolio management team, including trade execution, portfolio reconciliation, and account maintenance.
  • Collaborate with our operations team to ensure seamless execution of daily tasks and projects.
  • Identify and implement process improvements to increase efficiency and reduce risk.
  • Develop and maintain strong relationships with our clients and internal stakeholders.
Requirements
  • Bachelor's degree in Business, Finance, or Accounting, or equivalent combination of education and experience.
  • 1-3 years of relevant experience in investment operations, portfolio management, or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Proficiency in Microsoft Office, particularly Excel, and experience with portfolio management software.
What We Offer
  • A dynamic and supportive work environment with opportunities for growth and development.
  • A competitive compensation package, including base salary and quarterly profit sharing.
  • A comprehensive benefits program, including health insurance and retirement savings.
  • The opportunity to work with a talented and experienced team of investment professionals.


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