Investment Operations Associate

The Opportunity

Join a collaborative investment team responsible for implementing portfolio strategies, maintaining account accuracy, and supporting day-to-day investment operations. This position plays a key role in portfolio execution and operational excellence, partnering with internal stakeholders to ensure investment activities are completed efficiently and accurately.

In This Position, You Will

• Execute investment trades across managed portfolios
• Rebalance accounts and implement portfolio model updates
• Monitor cash activity and coordinate asset deployment
• Support tax-sensitive trading strategies, including tax-loss harvesting
• Review portfolios and make adjustments based on investment guidelines and client objectives
• Maintain portfolio management systems and operational records
• Investigate and resolve investment-related requests
• Assist with reconciliation and periodic operational processes
• Collaborate on workflow enhancements and process improvement initiatives
• Provide coverage and support for team members as needed

Ideal Background

We're looking for a professional who enjoys precision-oriented work and thrives in a process-driven environment. Successful candidates are proactive, dependable, and comfortable balancing independent responsibilities with team collaboration.

You should have:

• 2+ years of experience in investment operations, trading support, portfolio implementation, or a related field
• Direct experience with trade execution and/or portfolio rebalancing
• Familiarity with portfolio management and rebalancing platforms
• Understanding of investment markets and tax-aware trading concepts
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities while maintaining accuracy
• Proficiency with Microsoft Excel and other business software

Why Consider This Role

This position offers the opportunity to work closely with investment professionals, contribute to portfolio management activities, and help drive operational excellence within a growing organization. It's particularly well-suited for someone looking to build upon their trading and portfolio implementation experience in a collaborative team environment.

Benefits & Perks

• Total compensation in the $80-110K range based on experience
• Medical, dental, vision, life, and disability coverage
• Retirement savings plan with employer contributions
• Professional development and certification support
• Generous paid time off and leave programs
• Additional wellness and employee support benefits
• Modern, collaborative workplace environment