Operation Associate
4 weeks ago
Company Overview
MayTech Global Investments, LLC is a 100% independent, employee-owned investment
management firm which focuses on managing global growth portfolios. MayTech has a deep
research culture, with portfolio managers investing in global innovative companies for more than
20 years on average.
Based in NYC the firm is rapidly growing and has an investment team with a top-tier long-term
performance track record that is built upon its forward thinking, global perspectives and deep
fundamental research.
MayTech is looking for talented people who fit their core values. Its unique culture inspires
employees to undertake significant levels of responsibility and drive value for clients. The firm
values people who are critical to their success.
Position Summary
The Operation Associate will work, assist, and collaborate with the entire team. The individual
will be responsible for supporting the team with client correspondence, account reviews, and day
to day operations and reporting.
Responsibilities
- Prioritize and organize the workflow and collaborate with all facets of the operation
- Continuously reviewing operating processes to ensure that they are efficient and effective
- Onboard new client accounts
- Accurately execute advisor-initiated trade requests using custodial platforms for trade execution
- Resolve trade and settlement issues by working directly with custodians and team
Required Skills
- Experience in MS Excel, Word, PowerPoint, Outlook
- Meticulous - Great attention to details
- Hard working, with professional drive and desire to learn
- Strong verbal and written communication skills
- Strong interpersonal skills and ability to effectively navigate relationships at various levels
- Ability to multitask self-motivated independent team player
Qualifications
- Bachelor’s degree or equivalent combination of education and experience is required
- 2 years of total work experience preferred; experience in financial investments preferred
Benefits
- Competitive base salary as well as health insurance, 401(k) with profit sharing and paid time off benefits
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