Investment Operations - Raleigh - AdvisorEngine

    AdvisorEngine
    AdvisorEngine Raleigh

    1 day ago

    Description

    About AdvisorEngine

    We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

    • AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors and business management personnel.

    About this role:

    The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services including trade execution monitoring portfolios including drift fee billing. This role ensures smooth functioning daily workflows maintains data integrity collaborates with trading teams custodians internal departments provide accurate timely information.


    Main Responsibilities:

  • Only for registered members Raleigh

    We believe that the future of financial advice is personal, scientific and beautiful - these three ideals drive everything that we do. · The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services, · incl ...

  • Only for registered members Raleigh, NC

    The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services. · Monitor trade execution across multiple asset classes (e.g., equities, fixed income, mutual funds). · Coordinate with advisors, trading team ...

  • Only for registered members Durham Full time

    DUMAC manages Duke University's investment portfolio and related pools of assets. · ...

  • Only for registered members Durham

    As an Investment Operations Analyst, you will work in a hybrid role, spending three days in the office and two days remote, giving you the flexibility to balance work and life. · ...

  • Only for registered members Durham, NC

    The Finance team is responsible for the accounting, · investment operations, reporting and performance analytics · for all assets classes in which DUMAC invests. · Maintain portfolio accounting systems for both private and public investments for the monthly closing process. · Rec ...

  • Only for registered members Durham, NC

    DUMAC manages Duke University's investment portfolio and related pools of assets. · ...

  • Only for registered members Irvine, CA, US

    Pathway seeks an investment reporting analyst to add to its growing Monitoring and Reporting team. · ...

  • Only for registered members Raleigh, NC Remote job

    The Investments & Investor Relations Analyst/Associate is responsible for critical public company finance functions within a specialty property and casualty insurance company. · Serve as point of engagement with existing and prospective investment managers to evaluate investment ...

  • Summer Intern

    1 week ago

    Only for registered members Raleigh, NC

    Blue Heron is looking for motivated and collaborative candidates to join our investment team as paid full-time interns for summer 2026. · ...

  • Only for registered members Raleigh, NC

    The Senior Investment Analyst / Associate will support sourcing, evaluating, and executing investments in life sciences. · ...

  • Only for registered members Raleigh, NC

    Kineticos seeks to add a Principal / Managing Director to the team. · ...

  • Only for registered members Irvine, CA, US

    We are seeking an Associate to join our growing Direct Equity Investment Team. The Associate will be closely involved in all aspects of Pathway's direct equity platform. · ...

  • Vice President

    1 month ago

    Only for registered members Raleigh, NC

    Vice President investment manager to oversee $2.2+ billion of assets across debt and equity strategies in the food and production agriculture sector. · ...

  • Only for registered members Raleigh, North Carolina, United States InternshipSHIP

    CAPTRUST is an investment management-advisory firm that offers a summer internship program providing exposure to the inner workings of an investment advisory firm. · ...

  • Only for registered members Raleigh, NC

    Tiverton is seeking a Data Operations Associate to support our investment process and portfolio operations through data engineering, analytics, and AI-powered automation. · ...

  • Only for registered members Raleigh, NC

    Tiverton is seeking a Data Operations Associate to support our investment process and portfolio operations through data engineering, analytics, and AI-powered automation. · ...

  • Only for registered members Raleigh, NC

    The Director Transitional Asset Management leads CAHECs Transitional Asset Management team which provides development period oversight for a portfolio of investments from closing through stabilization. · This position coordinates and assigns specific tasks to the Transitional Ass ...

  • Warren Transport, Inc. Raleigh

    Warren Transport has built its reputation by doing things the right way—supporting drivers, running safe operations, and building long-term partnerships. · ...

  • Only for registered members Raleigh, NC

    Tiverton is seeking a proactive and resourceful Analyst to join our Fund Operations team who can provide the highest quality financial analysis and accounting acumen for Tiverton. · ...

  • Only for registered members Raleigh

    Tiverton is seeking a proactive and resourceful Analyst to join our Fund Operations team who can provide the highest quality financial analysis and accounting acumen for Tiverton. · ...

  • Only for registered members Raleigh, NC

    We're building a legacy of excellence and impact as real estate agents. Our mission is rooted in impact, education, and collaboration. · Help others create wealth through smart real estate investments while working with a team that values Family First. · ...

Jobs
>
Investment operations
>
Jobs for Investment operations in Raleigh