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Investment Operations Coordinator
2 months ago
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 day-to-day activities of our investment management team.
Key Responsibilities- Quickly achieve proficiency in our portfolio management system and custodian platforms.
- Effectively prioritize and execute required daily tasks, including trading, portfolio reconciliation, rebalancing accounts, and responding to client communications.
- Demonstrate a solution-oriented attitude to address a variety of tasks.
- 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.
- 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.