Investment Operations Specialist

4 weeks ago

Washington, United States Deluxe Corporation Full time
About the Role

We are seeking an experienced investment operations leader to join our team as a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio.

Key Responsibilities
  • Work directly with the VP Investments to lead top-down investment execution for Range
  • Lead the implementation of Range's investment strategies efficiently across various investment vehicles
  • Define and lead an efficient process to assist clients with account set up and transfers
  • Lead daily reconciliation of portfolio holdings, transactions, and cash balances
  • Manage accounts by reviewing regularly for tax harvesting, opportunistic rebalancing, cash investment needs, and cash generation and distribution needs
  • Generate and distribute client performance reports on a regular basis
  • Rapidly digest important market news and assist with market-content generation
  • Lead and develop a team of operations specialists
  • Act as the liaison between Range and all custodians we work with
Requirements
  • CFP, CFA, Series 65 or Series 66 designation
  • 7+ years experience in a similar role
  • Passion for the markets and strong investment acumen
  • Organizational and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred
  • Experience using financial services technologies
  • An interest in the tech industry and/or experience with start-ups
  • Consumer fintech experience
What We Offer
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • PTO
  • Top of Market Pay
  • Paid parental leave

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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