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    Investment Operations Associate - Tampa, United States - Concurrent

    Concurrent
    Concurrent Tampa, United States

    1 month ago

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    Accounting / Finance
    Description

    Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

    Headquartered in Tampa, Concurrent was founded in 2016 and currently serves over 100 advisors in more than 35 offices with $8 billion in assets under management (AUM) and more than $10 billion under advisement.

    Company Values

    We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.

    Our Core Values

    • Accountable - Fosters dependability: We are fast growing, taking ownership of tasks, communicating effectively, and being engaged is critical.
    • Competent - Establishes credibility and trust: We have a culture of consulting, competency and transparency.
    • Collaborative - Demonstrates kindness, empathy, positive attitude, and empowerment.
    • Agile - Displays adaptability: We are ever-changing and constantly pivoting as we quickly learn and improve our offering.
    • Resilient - Shows grit and perseverance: We work hard, and we enjoy the work.

    Job Level: Associate Director or Director (depending on experience)

    Job Title: Investment Operations

    Position Overview:

    We are seeking a highly skilled and experienced Investment Operations Associate to play a pivotal role in our operations team at Concurrent Investment Advisors. This position requires a thorough understanding of investment processes, strong leadership abilities, and a proactive approach to enhancing operational efficiency. The ideal candidate will oversee aspects of portfolio reconciliation, asset transfers and operational workflows while ensuring compliance with regulatory standards.

    Responsibilities:

    • Manage and reconcile transactions, positions, and cash balances across multiple custodian platforms and internal systems.
    • Assist transitioning advisors with the transfer of complex accounts and/or securities (third party managers, alternatives, etc.)
    • Actively manage and resolve issues related to trade settlements and corrections to minimize operational risk and guarantee prompt execution.
    • Educate and support advisors on the use of various trading systems, including Rebalancer, iRebal, and Wealthscape Trading, serving as the key point of contact.
    • Work collaboratively with portfolio managers, advisors, and custodians to handle complex operational issues and rectify any discrepancies.
    • Collaborate closely with portfolio managers, advisors, and custodians to address complex operational inquiries and resolve discrepancies.
    • Spearhead process improvement initiatives to optimize operational workflows and enhance risk management practices.
    • Conduct regular audits and reviews to ensure compliance with internal policies, industry regulations, and best practices.
    • Provide leadership and mentorship to colleagues within the Base Camp and Investment teams, promoting an environment dedicated to continuous improvement and professional growth.

    Qualifications:

    • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degree or industry certifications (CFA, CIPM) preferred.
    • 3-5 years of progressive experience in investment operations within a registered investment advisor (RIA) or asset management firm.
    • In-depth knowledge of investment products and financial instruments, including equities, fixed income, derivatives, mutual funds, ETFs and alternatives.
    • Proficiency in investment management systems (e.g., BlackDiamond, SmartX, MorningStar, FactSet) and custodian platforms (Fidelity and Schwab).
    • Strong leadership and communication skills with the ability to collaborate effectively across departments and with financial advisors.
    • Advanced analytical capabilities with a meticulous attention to detail and a track record of implementing process enhancements.
    • Thorough understanding of regulatory compliance requirements for investment advisors (SEC, FINRA, etc.).
    • Proven ability to manage multiple projects simultaneously and prioritize tasks to meet deadlines in a fast-paced environment.

    Job Type / Salary

    • Full-time, Exempt
    • $75,000-$85,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
    • This position will have minimal travel of approximately 5%

    Location / Schedule

    • This position will work from our Tampa, FL home office.
    • Working hours are 9am-5pm Monday-Friday with the option to work remotely on Fridays.
    • Occasional evening/weekend hours may be requested.
    • Travel is less than 10%

    Benefits

    • 401(k) matching
    • Dental Insurance
    • Disability insurance
    • Employee assistance program
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

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