Investment Operations Associate - Spring, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
Spring, United States

3 days ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Investment Operations Associate

Independent Boutique Wealth Management Firm

The Woodlands, TX

Overview

Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.


The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.


Highlights

  • Provide excellent investment operations workflow support
  • Participate in a dynamic fastpaced team environment
  • Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
  • Coordinate with Client Service, Trading, Compliance, and Investment teams to implement process, system, and product changes
  • Career track within the firm
  • Competitive compensation package including benefits and bonuses

Requirements:


  • 3+ years experience in Portfolio Operations within an RIA or Wealth Management firm
  • Track record of professionalism, adaptability, attention to detail, and time management

Pay:
$70, $75,000.00 per year


Benefits:


  • 401(k)
  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Work setting:

  • Inperson

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 3 years (required)

Ability to Relocate:

  • Spring, TX 77373: Relocate before starting work (required)

Work Location:
In person
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