Jobs
>
Tampa

    Investment Operations Associate - Tampa, United States - Concurrent

    Concurrent
    Concurrent Tampa, United States

    4 weeks ago

    Default job background
    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
  • JC Penney

    Operations Associate

    1 week ago

    JC Penney Tampa, United States

    Operations Associate - Westshore Plaza · Location: Tampa, FL, United States - Westshore Plaza 201 Westshore Plaza · Job ID: · Store Hourly Positions · Job Type: Part-Time · Date Updated: Apr 29, 2024 · General Description · The Operations Associate's role is to create an outstan ...

  • J. C. Penney Company, Inc.

    Operations Associate

    3 weeks ago

    J. C. Penney Company, Inc. Tampa, United States

    Customer Service Youre maneuvering around the store at a fast pace, working with all the latest merchandise, but when a customer stops to ask you a question or request assistance, theres no one theyd rather be talking to other than you. Executes Operations Associate, Operation, A ...

  • Crate and Barrel

    Operations Associate

    5 days ago

    Crate and Barrel Tampa, United States

    We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion ...

  • Luna Delivery, INC.

    Associate Operations Manager

    3 weeks ago

    Luna Delivery, INC. Tampa, United States

    Job Description · Job DescriptionSalary: $1,200 / week · Luna Delivery Inc. is an independent last-mile delivery contractor for FedEx Ground and is looking for an Associate Operations Manager in the Tampa area. The company operates seven days per week out of the Citrus Park termi ...

  • MedTransNet

    NEMT Operations Associate

    3 days ago

    MedTransNet Tampa, United States

    Job Description · Job DescriptionAs an Operations Associate at our company, you will play a pivotal role in the day-to-day operations and strategic growth of our NEMT services. This is a unique opportunity to learn the ins and outs of the transportation industry while contributin ...

  • Social Capital Resources

    Futures Operations Associate

    3 weeks ago

    Social Capital Resources Tampa, United States

    A top-tier Financial Services Firm in Tampa, Florida is seeking a Futures Operations Associate · Responsibilities: · Support Futures related post execution activities throughout the life of the trade · Pro-actively seek and drive opportunities to achieve straight-through proce ...

  • Safepoint MGA, LLC

    Agency Operations Associate

    3 days ago

    Safepoint MGA, LLC Tampa, United States

    Job Description · Job DescriptionJob Description · SafePoint Insurance is a leader in the coastal insurance industry, offering a wide range of insurance products. We are looking for an Agency Operations Associate with experience in P&C insurance to support our Agency Operations D ...

  • Depository Trust & Clearing Corporation

    Securities Operations Associate Director

    3 weeks ago

    Depository Trust & Clearing Corporation Tampa, United States

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financ Operations Associate, Directo ...

  • Valet Living, Inc.

    Bilingual People Operations Associate

    2 days ago

    Valet Living, Inc. Tampa, United States

    Bilingual People Operations Associate Valet Living Tampa, FL Valet Living Tampa, FL Apply Description As a People Operations Associate, you are an essential part of the HR Operations team and will work collaboratively across the organization building Operations Associate, Operati ...

  • Valet Living

    Bilingual People Operations Associate

    1 week ago

    Valet Living Tampa, United States

    As a People Operations Associate, you are an essential part of the HR Operations team and will work collaboratively across the organization building positive working relationships with all teams. In this role you will report to the Manager of People Operations and provide adminis ...

  • DTCC

    Securities Operations Associate Director

    3 weeks ago

    DTCC Tampa, United States

    Are you ready to make an impact at DTCC? · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed ...

  • Yoh

    Associate, Business Operations Remote

    3 weeks ago

    Yoh Tampa, FL, United States

    IRT Business Associate · Florida- REMOTE (EST) · 12 month W2 contract (with potential to extend or transition to perm) · Pay rate: $40-45/hour - Depending on Education and Experience · Work Schedule: Mon - Fri, Business Hours · Manages IRT for multiple studies (system developm ...

  • Cirkul Inc

    Field Marketing Operations Associate

    7 hours ago

    Cirkul Inc Tampa, United States

    What is Cirkul? Cirkul is a rapidly growing beverage technology company on a mission to make a healthier world by helping people enjoy drinking more water. The team at Cirkul developed an innovative beverage delivery system that makes drinking more water delicious, fun, and perso ...

  • KPMG

    Senior Associate, Account Operations

    4 days ago

    KPMG Tampa, United States

    Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages ind ...

  • Safepoint MGA, LLC

    Agency Operations Associate

    2 weeks ago

    Safepoint MGA, LLC Tampa, United States

    Job Description · SafePoint Insurance is a leader in the coastal insurance industry, offering a wide range of insurance products. We are looking for an Agency Operations Associate with experience in P&C insurance to support our Agency Operations Department. · Job Summary · Pr ...

  • Lavu, Inc.

    Business Operations Associate

    2 weeks ago

    Lavu, Inc. Tampa, United States Full time

    About Lavu: Lavu is a leading provider of restaurant point-of-sale (POS) systems designed to streamline operations, enhance customer experiences, and drive growth for small and medium-sized restaurants. Our innovative solutions empower restaurateurs with the tools they need to su ...

  • Lavu, Inc.

    Business Operations Associate

    2 weeks ago

    Lavu, Inc. Tampa, United States

    Job Description · Job DescriptionAbout Lavu: Lavu is a leading provider of restaurant point-of-sale (POS) systems designed to streamline operations, enhance customer experiences, and drive growth for small and medium-sized restaurants. Our innovative solutions empower restaurateu ...

  • RWE Clean Energy

    Associate, Project Development Operations

    2 weeks ago

    RWE Clean Energy Tampa, United States

    **Associate, Project Development Operations**: · - **Location(s)**: · - Tampa, FL, US, 33607 · **RWE Clean Energy, LLC** · **Functional area**:Corporate Development / Strategy; Project Development · **Remuneration**:Exempt · The **Associate, Project Development Core Operations ** ...

  • SE Food Supplies

    Warehouse Associate/forklift Operator

    3 weeks ago

    SE Food Supplies Tampa, United States

    We are looking for a responsible Warehouse Associate-forklift Operator to replenish inventory in the cooler and freezer, load and unload trucks. You will be responsible for unloading packages and checking their contents to ensure they match the orders. A Forklift Operator must ha ...

  • Syneos Health Inc

    Associate Director of Strategic Operations and Analytics

    2 weeks ago

    Syneos Health Inc Tampa, United States

    · You're ahead of the curve in market access trends and market dynamics. · The Associate Director of Strategic Operations and Analytics will guide delivery of effective services & strategic solutions. They apply extensive and in-depth knowledge of the healthcare marketplace to ...