- Facilitate the opening of new investment accounts, ensuring compliance with regulatory requirements and internal policies.
- Execute trades across multiple asset classes, maintaining accuracy and efficiency in a fast-paced environment.
- Coordinate with brokerage firms to ensure smooth processing of transactions and resolution of any issues.
- Monitor and verify all trading activity, ensuring alignment with client goals and risk profiles.
- Develop and maintain relationships with key internal and external stakeholders to enhance operational efficiency.
- Assist in the implementation of new technologies and processes to improve trading and brokerage operations.
- Bachelor's degree in Finance, Economics, or a related field.
- At least 2-3 years of experience in investment operations, specifically with account opening, trading, and brokerage services.
- Strong understanding of financial markets and investment products.
- Proficient in using trading and portfolio management software.
- Exceptional analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively both independently and as part of a team.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- Exposure to advanced market technologies and tools.
- If you are motivated by the challenge of contributing to the success of our operations and thrive in a fast-paced, collaborative environment, we encourage you to apply for this exciting opportunity at Horizon Investments. Please submit your resume and a cover letter detailing your relevant experience and why you are the best fit for this role.
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Investment Operations Specialist - Charlotte, United States - Horizon Investments
Description
Job Description
Job DescriptionWe are seeking a highly organized and detail-oriented Investment Operations Specialist to join our dynamic team at Horizon Investments. In this crucial role, you will support our investment management operations by handling account openings, managing trading operations, and overseeing brokerage services. This position is ideal for a proactive individual with a solid foundation in the financial services industry, looking for an opportunity to contribute to and grow with a leading investment firm.
Key Responsibilities: