Investment Operations Associate

We are seeking a talented Investment Operations Associate to join the firm in our Seattle or San Francisco office. As an Investment Operations Associate, you will work primarily with the portfolio management team as well as financial advisors. You will have the opportunity to learn about multiple aspects of wealth management including investment/portfolio management, financial planning, and tax management. The skills obtained in this role will be applicable to a wide range of future roles in the wealth management industry.

Your Responsibilities:

Supporting the portfolio management team through managing investment operations

Performance calculation and reporting

Communicating with advisors/portfolio managers about client cash flows, new accounts, client trades, etc.

Analysis of investment strategies

Conducting investment research

Providing sample investment allocation and proposal materials

Adjusting cost basis as necessary

Portfolio Rebalancing and Trading

Qualifications:

0 – 2 years work experience in finance and investments

Bachelors in Finance, Economics or Statistics or related subject required;

Progress towards CFA, CFP, or CIPM a plus

Ability to do independent research and strong attention to detail

Advanced knowledge of Microsoft Excel

Experience with Tamarac is a plus

Friendly, strong desire to learn and ability to take direction

Ability to work in a team environment

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