Investment Operations Specialist

3 weeks ago


Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full time
Job Description

Vestia Personal Wealth Advisors is a leading provider of financial services, managing nearly $800 million in investment assets. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Our mission is to help high-caliber physicians achieve wealth that matters.

We are seeking an experienced Investment Operations Specialist to join our team. The ideal candidate will have a solid understanding of process development and maintenance, 3 years of financial industry experience, and proficiency in Black Diamond or Orion software.

Key Responsibilities:

  • Develop and implement portfolio management strategies in coordination with the Investment Committee.
  • Execute and troubleshoot billing processes for all clients.
  • Maintain effective communication with service teams to ensure portfolio maintenance meets client strategy.
  • Ensure proper setup and maintenance of Black Diamond Reporting Software.
  • Develop expertise in Black Diamond rebalancer to maintain target strategies, cash balances, and tax efficiency.

Additional Responsibilities:

  • Development and execution of client onboarding process and tools.

Travel: This role may require travel to attend training courses, develop relationships with key stakeholders, or interact with service team members. Ability to transport oneself is necessary.

Estimated Salary Range: $70,000 - $90,000 annually, based on location and experience.

Benefits:

  • Health Insurance Plan.
  • 401k and Profit-Sharing Plan.
  • Success Sharing Bonus.
  • Flex Time and Paid Time Off.
  • Parental Leave Policy.


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